Andrew Bocknek, CFP
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Andrew Bocknek, CFP

Senior 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
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • MA
  • MI
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA

Andrew Bocknek, CFP

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August 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. 

Andrew Bocknek, CFP

Education

  • B.A., finance, Michigan State University

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Senior Portfolio Manager

Andrew Bocknek, CFP

32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

andrew.bocknek@ubs.com
Andrew Bocknek, CFP
32300 Northwestern Highway,Farmington Hills,MI,48334

Andrew Bocknek, CFP

Senior 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
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • MA
  • MI
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August 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

Email Me

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