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.

• 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)

• Board of Directors, Bogus Basin Mountain Recreation Area (1983-1992)
• Board of Directors, Boise Metro Chamber of Commerce (2000-2006 and 2011-2016)

AK, AZ, CA, CO, DC, DE, ID, IL, MD, MN, MT, NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI