An experienced and committed team

Simon Miller

Wealth Strategy Associate

Simon specializes in goal-oriented financial planning. In addition to his CERTIFIED FINANCIAL PLANNER ™ credential, he possesses his Series 7, 63, and 66 licenses. Simon graduated from Northern Kentucky University with a B.S. in marketing. Simon enjoys traveling, hiking, biking, and exploring new restaurants with his friends and family.

Registered States:
  • FL
  • IN
  • KY
  • OH

Education

  • Northern Kentucky University

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Legacy planning
Retirement planning
Estate planning strategies
Exit planning
Investing
Asset allocation
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

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Laura Walker

Client Associate

Laura has an undergraduate degree in Marketing from Miami University and earned her MBA at Xavier University. She has her Series 7, 65 and 66 licenses. Outside of work she participates on a masters swim team and enjoys cycling

Registered States:
  • FL
  • IN
  • KY
  • OH
  • TN

Education

  • Miami University
  • Xavier University
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Our resources

  • Alyssa

    Alyssa Vu

    NMLS #947868

    Wealth Management Banker, UBS Bank USA

    Current role and areas of expertise

    Alyssa joined UBS Bank USA in 2016 and she is currently a Wealth Management Banker covering the Chicago Market and select offices in the Private Wealth Midwest Market.

    Alyssa has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

    Professional history

    Alyssa began her career in financial services with UBS in 2014. Prior to joining UBS Bank USA, Alyssa spent two years in the firm’s Graduate Talent Program. In that time, she rotated through groups across UBS Wealth Management USA, including the Chief Investment Office and the Family Advisory team.

    Education and personal information

    In Alyssa’s role as a Wealth Management Banker her NMLS # is 2050211. She holds her Series 7 and 66 securities licenses. She has a Finance degree from the University of Notre Dame and also passed Levels I and II of the CFA Program.

    Outside of the office, Alyssa enjoys traveling, spending time with family and friends, and trying new recipes in the kitchen. She currently resides in Chicago, IL.

    Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.