Miles Simpson

Vice President

Joined: 2002
Experience: Financial Advisor at Northwestern Mutual
Education: University of North Carolina at Chapel Hill

Miles joined the company in 2002. He is responsible for client relationships, satisfaction and support.

Miles has worked in the financial services industry for more than 15 years. Prior to Optcapital, Miles worked at Northwestern Mutual as a financial advisor. He double majored in Economics and Management and Society from the University of North Carolina at Chapel Hill and holds his Series 6, 7, 63, and 99 licenses.

Miles is native North Carolinian and when he is not cheering on his children at swim meets, he enjoys serving on the board of directors at his local YMCA and diaconate and finance committees of his church.

What can't you live without?
Carolina basketball
What is your favorite sport?
I grew up playing an interesting combination of sports – swimming and hockey. Even though my children do not play hockey, they love swimming!
Where is the favorite place you’ve travelled?
The Caribbean – and we’re planning to swim with the wild pigs during our next visit!