Privacy Policy

Your Privacy is The Miller Financial Group’s Highest Priority

At 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 Group

When 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 Disclosed

For 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.

Protection of Information

The Miller Financial Group has instituted security procedures that limit employee access to nonpublic personal information to those with a business reason for knowing such information. We educate our employees so that they will understand the importance of confidentiality and customer privacy. All The Miller Financial Group employees are aware of the company’s privacy guidelines and The Miller Financial Group will take the appropriate disciplinary measures to enforce customer privacy assurances. The Miller Financial Group maintains appropriate security standards and procedures to prevent unauthorized access to customer information and to preserve the integrity of that information.