Privacy Policy

Foster & Motley, Inc. is committed to maintaining the confidentiality, integrity, and security of your personal information. We collect non-public personal information about clients and prospects through information gathering forms, client applications, and online interactions. We do not sell your personal information and only share it as necessary to fulfill our services, comply with legal requirements, or at your explicit request.

Information We Collect

We may collect the following categories of personal information while providing financial services or responding to your inquiries:

• Personal details from forms and applications (e.g., name, address, phone number, email, Social Security number, income, net worth, birth date)
• Transaction history and account information
• Health-related information when necessary for insurance quotes or planning
• Information shared through conversations with our staff
• Communications submitted through our website (e.g., contact forms or email requests)
• Website usage data via technologies such as cookies and web beacons, used to help us understand and improve user experience

If you enable online access to your account(s), we collect the information you submit during those sessions, including any transactions requested.

How We Use and Share Your Information

We share your personal information only under the following conditions:

• As Required by Law: To comply with regulatory or legal obligations
• To Administer Transactions: With custodians, brokers, or administrators as needed to carry out transactions you authorize
• At Your Request: With third parties such as accountants, attorneys, or mortgage professionals when you ask us to do so
• With Family Members: Only with your prior written consent or authorization, including cases of incapacityFor Insurance Purposes: With insurance agents or providers, but only with your written instructions
• With Contractors: Trusted service providers may access your data only to support operations and under strict confidentiality agreements

If you utilize Foster & Motley’s Short Message Service (SMS), the conversation will be maintained as part of our books and records as required by the SEC. Information gathered via SMS is not used for marketing/promotional purposes or disclosed to third parties.

How We Protect Your Information

We use a combination of physical, electronic, and procedural safeguards to prevent unauthorized access and ensure the security of your information, including:

• Secure buildings and computer systems
• Restricted access to client records
• Employee training in data protection policies
• Identity verification protocols before making corrections to your personal data

Website Privacy Practices