Your Privacy is The Miller Financial Group’s Highest PriorityAt The Miller Financial Group, our customers are our highest priority. As providers of financial products and services that involve the collection of personal – and often sensitive – information, protecting the confidentiality of that information has been, and will continue to be, a top priority for The Miller Financial Group. Due to the sensitive nature of this personal information, The Miller Financial Group believes that you should know how your information is handled, the measures we have taken to safeguard that information and the situations in which we might share your information to complete transactions and/or service your account(s). Our privacy promise to you is based upon the basic principles of trust, ethics and integrity.
The Information Collected by The Miller Financial GroupWhen you deal with The Miller Financial Group, certain personal and financial information is collected from you. The Miller Financial Group uses this information to serve your financial needs and to fulfill legal and regulatory requirements. The information gathered for these purposes varies depending on the products or services that you request but may include, for example, your name, address, social security number, net worth, annual income and certain medical information.
To Whom Your Information May Be DisclosedFor both current and former customers, The Miller Financial Group restricts access to your personal and financial information to those instances described below:
- Individuals: Your personal and financial information will be provided to those employees, registered representatives, their assistants and those who process information or the transactions of The Miller Financial Group in connection with the products or services being provided to you.
- Where required by law or regulation. The Miller Financial Group may be required by law or regulation to disclose your personal and /or financial information to a third party. For example, in response to a subpoena or to comply with industry rules and regulations.
- As authorized by you. Only upon your direction or with your permission will The Miller Financial Group share your information with a third party other than as described in this notice.