O'Sullivan Creel Wealth Advisors, LLP
Our Commitment to Your Privacy
At O'Sullivan Creel Wealth Advisors, LLP ("OCWA"), our most valued asset is our relationship with you. We are honored that you have entrusted us with your financial matters, and we are committed to safeguarding the privacy of information we maintain about you. Establishing and adhering to an effective privacy policy is fundamental. Our privacy policy applies to all clients with whom we have a relationship and is extended to each of our former clients.
In the course of doing business with OCWA, you share non-public personal and financial information with us. We treat this information as confidential and recognize the importance of protecting you from unauthorized uses of your personal information.
We collect nonpublic information about you from the following sources:
- Information we receive from you on applications and other forms:
- Information about your transactions with us, our affiliates, and;
- Information we receive from a consumer reporting agency.
The information we collect may include your name, address, phone number, email address, Social Security number and date of birth, as well as details about your interests, investments and investment experience.
We do not disclose your nonpublic personal information to third parties unless:
- You have given us authorization to so;
- It is necessary to process a transaction or service your account(s) or
- Otherwise required by law or a regulator.
Very simply, we will never sell your personal information.
OCWA is affiliated with O'Sullivan Creel, LLP, Certified Public Accountants and Consultants and F&D Advisors, LLC. We may share information with these Firms and non-affiliated services providers, such as, custodians, investment managers, financial institutions and insurance companies. We share information in order to provide services or to offer you products and services.
We restrict access to personal information about you to only those employees who require it to provide products and services to you. We maintain physical, electronic, and procedural safeguards that comply with Federal standards to guard your nonpublic personal information.
(Disclaimer) O'Sullivan Creel Mortgage Solutions is a registered name of F&D Advisors, LLC, 600 Peachtree Street NE Suite 1910, Atlanta, GA 30308. F&D Advisors is a registered Florida mortgage licensee.