In providing financial advisory services, I collect non-public personal information (“NPI”) about you from the following sources:
-- Information I receive from you on forms, statements, and written materials that you provide;
-- Information I receive from you verbally in the course of discussions and meetings.
This information typically includes confidential personal information, details regarding financial accounts and other assets and liabilities, and income and expense data. This information is maintained in a secure location accessible only to me.
I DO NOT DISCLOSE AND DO NOT RESERVE THE RIGHT TO DISCLOSE ANY NON-PUBLIC PERSONAL INFORMATION ABOUT MY CLIENTS OR FORMER CLIENTS TO ANYONE, EXCEPT AS PERMITTED BY LAW.