Your financial and personal privacy is of prime importance to us. We recognize that our relationships with current and prospective clients are based on integrity and trust. As providers of financial services to you, we are committed to maintaining the confidentiality of your personal financial information, while still being able to provide you with the professional service you have become accustomed. We work hard to maintain your privacy and are very careful to preserve the private nature of our relationship with you. We have described below how we handle your personal information in keeping with the professional standards of confidentiality of our profession.

Sources of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you directly or indirectly:

  • In writing via regular mail, email or over the Internet.
  • Verbally via the phone or personal conferences.
  • From third parties, with your authorization.
  • From transactions with our affiliates or us.

Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.

Protecting the Confidentiality and Security of Nonpublic Information
We retain records relating to the professional services we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.

Information retention
We retain personal information as necessary for the duration of the purpose outlined in this Privacy Policy. Notwithstanding the duration of the purpose, we may retain your information if necessary to comply with our legal or professional obligations, enforce our agreements or resolve disputes.

Cookies and Web beacons
The Website may collect standard Internet log information including your IP address, browser type and language, access times and referring website addresses. To ensure that the Website and communications are well managed and to facilitate improved navigation, we may also use cookies (small text files stored in a user’s browser) or Web beacons (electronic images that allow us to count users who have accessed particular content and to access certain cookies) to collect aggregate data.  In order to provide you with a more personalized and responsive service we need to remember and store information about how you use this Website. Information may be collected through the use of cookies and other technologies. By using this Website you agree to our use of cookies as described.

Please be aware that while visiting our site, Visitors can follow links to other sites that are beyond our sphere of influence. Warren Averett is not responsible for the content or privacy policy of these other sites.

Warren Averett is an equity owner of Career Partners International LLC. You can find our CPI corporate privacy policy by clicking here http://www.cpiworld.com/privacy-statement.

Top