William L. Vasconcellos

Achieving what's most important begins with advice you can trust

Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.

Following graduation with Honors in Economics from Stanford University, Bill Vasconcellos earned a J.D. degree* from the University of California School of Law (Boalt Hall) and then served as a law clerk for the Idaho Supreme Court. Bill practiced law with a Boise law firm prior to becoming a financial advisor in 1989. Bill has earned the highly regarded designation of Certified Investment Management Analyst (CIMA®). Bill and Investment Associate Ginger Kirk focus on providing clients with access to some of the world's most prestigious separate account managers, including muni bond managers.

*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances.

Professional Experience

  • UBS Financial Services Inc.  - Senior Vice President - Wealth Management 
  • Boise, Idaho  - April 2009  - Present
  • Merrill Lynch  - Vice President, Wealth Management Advisor 
  • Boise, Idaho  - September 1988  - April 2009
  • Eberle, Berlin, Kading, Turnbow & McKlveen  - Attorney in Private Practice 
  • Boise, Idaho  - January 1976  - September 1988
  • Idaho Supreme Court  - Law Clerk for Chief Justice 
  • Boise, Idaho  - September 1971  - August 1973


  • CIMA® - Certified Investment Management Analyst Designation
  • CRPC - Chartered Retirement Planning Counselor
  • Admitted to State Bar of Idaho (Inactive Member)
  • Admitted to State Bar of California (Inactive Member)


  • BA in Economics, with Honors, Stanford University
  • Juris Doctor, University of California at Berkeley School of Law (Boalt Hall)


  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Idaho Life Insurance, Annuity, Variable Annuity, and Health Licenses (including Long-Term Care and Disability)

Registered States: 

  • AK, AZ, CA, CO, DC, DE, ID, IL, MD, OH, OR, PA, SC, TX, VA, WA

Contact William L. Vasconcellos

Senior Vice President – Wealth Management
The Mallard Building
1161 West River Street, Suite 340
Boise, Idaho  83702
Phone: 208-947-2006
Toll Free: 888-844-7452


Service Area

Services provided in:
  • Ada County, Idaho

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