Knowledge

Bill Vasconcellos is a Senior Vice President of Wealth Management at UBS Financial Services Inc, having joined UBS in 2009. Bill is a Chartered Retirement Planning Counselor® (CRPC®) and holds the Certified Investment Management Analyst® (CIMA®) designation, which reflects his expertise in analyzing and evaluating investment managers.

Prior to joining UBS, Bill was an advisor with Merrill Lynch in Boise for 20 years. Before that, he practiced law with the Eberle Berlin law firm in Boise, after serving as a law clerk for the Idaho Supreme Court, which originally brought Bill and his wife, Jena, to Idaho. Bill received a B.A. in economics from Stanford University followed by a J.D. from the University of California at Berkeley School of Law (Boalt Hall).

Bill and Jena reside in Boise, ID.  They enjoy skiing in Sun Valley and spending time with their children and grandchildren.

Michael serves as the market director for Idaho in addition to being a financial advisor. Prior to his current role he held various operational, administrative and compliance management positions for nearly 20 UBS offices across the western United States. He started his career as a financial advisor with Merrill Lynch in 2004 and has been with UBS since 2009. He holds a BA in international economics and Spanish literature from Pacific Lutheran University and an MBA from Northwest Nazarene University. He has also earned the Chartered Retirement Planning Counselor® (CRPC®) designation.