William Vasconcellos is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Boise, Idaho. With over 20 years of experience in the industry, he specializes in guiding clients through major life events and helping them preserve and pass on their wealth. William's expertise lies in financial planning and wealth management, encompassing all aspects of his clients' financial lives.
Prior to joining UBS, William worked as an advisor with Merrill Lynch and practiced law with the Eberle Berlin law firm. He holds a B.A. in economics from Stanford University and a J.D. from the University of California at Berkeley School of Law. William is recognized for his expertise and has been named to Forbes' Best-in-State Wealth Management Teams in 2023 and 2024. He is dedicated to providing personalized financial advice and building long-term relationships with his clients.
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