We seek to provide to all of our clients the highest levels of service while maintaining equally high standards of personal and professional integrity. To this end, we rigorously monitor our internal administration procedures to ensure the faithful protection of client data and personal information.
Wills Financial Group collects non-public personal information about you, the client, from the following sources:
- Information we receive from your financial questionnaire, applications, authorizations, correspondence, billing statements, and other forms (such as your name, address, and social security number);
- Information received from you or that has been authorized by you for our receipt from other investment advisors, broker dealers, insurance companies, banks, accountants, attorneys, or any of their agents, or such other persons or entities you authorize;
- Information that has been created by us on your behalf for statements to you, or analysis work done on your behalf.
Except as provided for in the following paragraph and by law, we do not disclose any non-public personal information about you to anyone whom you have not authorized.
Wills Financial Group restricts access to your personal and account information to the following persons: only those employees, members of our advisory board, or independent contractors who are investment advisor representatives registered with Wills Financial Group, Inc., a Registered Investment Advisor, who need the information to provide services to you. Wills Financial Group maintains physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.
Wills Financial Group, Inc.
704 Libbie Avenue
P.O. Box 18338
Richmond, VA 23226-8338