Privacy Policy

Messett Financial has always valued the trust our clients have placed in us and are committed to the responsible management, use, and protection of our clients’ personal data. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your data.

This Online Privacy Policy identifies the ways Messett Financial collects, stores, uses, discloses, and protects your personal data. Personal data, also known as personal information, personally identifiable information (PII), or sensitive personal information (SPI), is any information that can identify a person.

You agree to the practices regarding your personal data outlined in this policy when you use Messett Financial’s personal financial website (messettfinancial.com, Client Login).

We may collect data when you use or enroll in Messett Financial’s online services, including some types of personal data. Examples of personal data include your name, address, email address, telephone number, social security number, and internet protocol (IP) address and/or domain, as well as other data you may provide us related to a financial product or service; these include, but are not limited to, investment preferences, demographic information, or financial information. We may also receive your contact information from a third-party website regarding requests about financial products and services on that website. For Messett Financial clients, we will ask you for contact information to provide you with secure online account access. We may collect and maintain information about your account, online account activity, online services, products requested, and usage of our website and applications.

We will use your personal data to provide information, products, or services you request in Messett Financial’s online services; to verify your identity when accessing these services; to compare information for accuracy and verify our records; or to detect and prevent fraud or other criminal activities.

We may share some of your personal data with other entities that perform services for Messett Financial and are authorized to use your personal data to support our business operations. We may also share some of your personal data as permitted or required by law or as authorized by you.

To protect the privacy and security of personal data, we have designed and maintain administrative, technical, physical, and operational safeguards. Given the open nature of the internet, however, your personal data may be transmitted without security measures over networks connecting you to Messett Financial’s systems and may be accessed and used by parties other than those for whom the data is intended. To safeguard against unauthorized access, Messett Financial employs secure network architectures, such as encryption techniques, firewall barriers, authentication protocols, and intrusion detection.

We provide additional information about Messett Financial’s products and services on our social media sites such as LinkedIn. Information shared on these social media sites is accessible to all participants; therefore, you should never post any personal data.

We respect the privacy of children; therefore, we do not invite children to visit Messett Financial’s website nor do we intentionally collect or use personal data from children under the age of 13. For more information on the Children’s Online Privacy Protection Act (COPPA), please visit the Federal Trade Commission website at www.ftc.gov.

Some state laws grant additional privacy rights to their residents. California residents, in addition to other rights described in this Online Privacy Policy, have the right to:

• Request that we disclose what personal information relating to you that we collect or share
• Request that we delete certain personal information relating to you that we maintain
• Request to opt-out of the sale of your personal information
• Please note that Messett Financial does not sell your personal information

To submit a request related to these California rights, call 817.840.5910 or email info@messettfinancial.com. We will need to obtain information about you or your specific request to verify your identity in order respond. If you utilize an authorized agent to submit a request relating to your California privacy rights, we will need to obtain verification of the agent’s identity, their authority to act on your behalf, and verification that you are the individual about whom Messett Financial possesses the personal information requested.

A business may not discriminate against a California resident that exercises their privacy rights under state law.

If your personal data or account information is incomplete, inaccurate, or outdated, please contact your financial advisor or Messett Financial at 817.840.5910.

Please email us at info@messettfinancial.com if you have any questions or concerns regarding this policy.

This policy is subject to change and should be reviewed periodically. Changes to this policy will go into effect when the revised policy is posted to our websites.

You accept the revised policy when you choose to use Messett Financial’s website following these changes.