Birmingham, MI Private Wealth Management - UBS Financial Services Inc.

Andrew Bocknek, CFP, is a Senior Vice President in Wealth Management at UBS Financial Services Inc., leveraging over 13 years of financial expertise. He is committed to providing comprehensive, goal-oriented financial planning and wealth management services, focusing on multi-generational relationships and tailored strategies. Recognized for his achievements, Bocknek is a member of the 2015 class of UBS's Top 35 Under 35 Financial Advisors and has received accolades from Forbes for being among America's Top Next-Generation Wealth Advisors and Best-in-State Wealth Management Teams. He holds a B.A. in finance from Michigan State University and possesses multiple securities licenses, underscoring his dedication to delivering high-quality financial advice. Generated from the website

UBS Financial Services Inc. in Birmingham, MI, is dedicated to fostering lasting relationships by understanding clients' priorities and concerns. Their mission is to provide tailored financial strategies and serve as a primary source of financial advice, emphasizing quality client service and long-term partnerships. Led by Executive Director Geoffrey Centner, who brings over 31 years of experience in the financial services industry, UBS offers a comprehensive approach to wealth management through their UBS Wealth Way framework. This strategy focuses on three key dimensions: Liquidity, Longevity, and Legacy, assisting clients in navigating their financial goals across various timeframes. Generated from the website