Experience Makes all the difference

Vasconcellos Spiedel Wealth Management emphasizes asset allocation and total portfolio management with a focus on retirement income planning, tax free income strategies, education funding, and structures for charitable giving and estate planning. Financial Planning is a focus. The team follows a comprehensive process to understand a client’s individual situation and the goals they are trying to accomplish, and then constructs an investment portfolio that is custom tailored to accomplish a client's specific goals.

In consultation with the results of a financial plan, an overall asset allocation is selected that provides a high probability of success balanced with appropriate individual investor risk. A combination of some of the most highly regarded portfolio managers in the world are chosen to manage each asset class (US dividend stocks, international dividend stocks, US bonds, municipal bonds and other appropriate asset classes). This is called the UBS Separately Managed Account (SMA) Strategy.

The team incorporates a process called the UBS Wealth Way which organizes one’s financial life into three strategies: 1.) Liquidity - to provide cash flow for spending needs in the next three years; 2.) Longevity - for longer term needs beginning four years out and continuing through one’s lifetime; 3.) Legacy - for goals that go beyond one’s own needs and to improve the lives of others.

William L. Vasconcellos, CIMA® CRPC®

Senior Vice President - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
208-947-2006

email   Connect with me on LinkedIn



Bill received a BA in economics from Stanford University, and then received a Juris Doctor from the University of California at Berkeley School of Law. He went on to clerk for the Idaho Supreme Court for two years, and then practiced law for about 10 years as an attorney and partner at the Eberle & Berlin Law Firm. He then decided to pursue his true passion, which is investments, and joined Merrill Lynch as a financial advisor. He was at Merrill Lynch for 20 years, and has been at UBS for the past 11 years. He is also a Chartered Retirement Planning Counselor (CRPC), and additionally holds the Certified Investment Management Analyst (CIMA) designation which reflects his expertise in analyzing and evaluating investment managers.


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

Michael Spiedel, CRPC®

Director
Branch Manager
Chartered Retirement Planning Counselor (CRPC®)
208-947-2017

email   Connect with me on LinkedIn



Michael serves as the branch manager of the UBS offices in Boise and Sun Valley, Idaho in addition to being a Financial Advisor for Vasconcellos Spiedel Wealth Management. 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 16 years ago and has been with UBS for the past 11 years. 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.


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

Kristina Owsley

Senior Client Service Associate
208-947-2013

email



Finances are deeply personal. And after three decades in the financial services industry, Kris knows how important forming a connection with the team handling your financial planning can be.  That's why she loves cultivating relationships with clients so they have the best experience possible.

It takes a team to succeed and -- working with Vasconcellos Spiedel Wealth Management -- her role is to make sure clients are taken care of to the highest degree.  She personally ensures your needs are met with excellence and care -- whether that is opening or maintaining accounts, transferring funds, or exploring securities-backed lending solutions.

Kris has lived in Boise since 1987 and loves spending time with family and friends.  When she is not reading anything she can get her hands on, you can find Kris working in her garden.

Certificates

Series 7, 63 and 65 Licenses


Registered States:
CA, ID, OR, WA

Marci C. Funk

Wealth Management Associate
406-238-1739

email   Connect with me on LinkedIn



Marci is a Senior Registered Client Service Associate at UBS for Vasconcellos Spiedel Wealth Management. She has also earned the title of Wealth Management Associate which includes extensive, additional wealth management training.  Marci started her career in the financial servies industry over 15 years ago with Smith Barney before taking a position with UBS Financial Services in 2014. She is fully securities licensed and registered having passed the FINRA series 7, 65, 66, and 10 exams.  Marci has extensive experience working with clients in high net worth wealth management, and brings a unique level of expertise to the Vasconcellos Spiedel Wealth Management Team. She takes pride in offering world class service to clients and is dedicated to ensuring they are aware of the holistice investment approach that UBS and Vasconcellos Spiedel Wealth Management provide.  This includes her knowledge of the account opening process, lending and inurance needs, separately managed accounts and transactional services.  

Marci was born and raised in Montana and attended Montana State University where she received a Bachelor of Science degree in Biology.  She has two grown sons who make her proud every single day.  She enjoy hiking and camping with family and also appreciates being geographically close to many members of her very large family.  


Registered States:
AK, AZ, CA, DE, ID, MT, OR, PA, SC, TX, VA, WA, WY