Financial planning

Tailored to your goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Chess board

Andrew Bocknek, CFP

First Vice President–Wealth Management

  • Over 13 years of financial services experience
  • Member of the 2015 class of UBS’s "Top 35 Under 35" Financial Advisors
  • CERTIFIED FINANCIAL PLANNERTM
  • Michigan State University, B.A., finance
  • Oakland University, Personal Financial Planning Certificate
  • Series 7, 31 and 66 securities licenses
  • Life, health and long-term care insurance licenses

Andy is deeply committed to providing comprehensive and holistic wealth management services to our multi-generational relationships. Andy specializes in qualitative and quantitative research, complex insurance strategies and municipal bond management.

Andy is an executive board member of the Michigan Region BBYO Board of Commissioners and founding board member of AJC-ACCESS Detroit. Andy, his wife, Erika, and their two children, Ethan and Lielle, live in Farmington Hills. Outside of the office, Andy enjoys cycling, basketball, tennis and spending time with family and friends.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A., finance, Michigan State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334
  • (248) 737-5485

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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