• UBS

Simon Miller

Senior Wealth Strategy Associate

Simon Miller, CFP®, ChFC®, is currently a Senior Wealth Strategy Associate at UBS Financial Services, a position held since 2026. Previously, Simon served as an Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2023 and gained valuable experience through various roles at American Modern Insurance Group and Amazon between 2016 and 2018. Simon also completed internships at Fuse and American Modern Insurance Group. Simon is pursuing a degree in Marketing and Business Administration at Northern Kentucky University's Haile/US Bank College of Business.

Location

Cincinnati, United States

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