Michael Bockner, CEPA®
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Managing executive wealth

Michael Bockner, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • ME
  • TX
  • WA

Michael Bockner, CEPA®

  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

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. 

Michael Bockner, CEPA®

Credentials

  • Certified Exit Planning Advisor

Michael Bockner, CEPA®

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Michael Bockner, CEPA® is also part of:
The Matthews Group

michael.bockner@ubs.com
Michael Bockner, CEPA®
225 108th Avenue NE,Bellevue,WA,98004

Michael Bockner, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • ME
  • TX
  • WA

  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

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. 

Credentials

  • Certified Exit Planning Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Michael Bockner, CEPA® is also part of:
The Matthews Group

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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As of 10/29/2025

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Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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