Privacy & Confidentiality Policy

Our Commitment to Privacy

At Reveille Wealth Management LLC, we understand that your privacy is important. We are committed to protecting the confidentiality and security of your personal and financial information. This Privacy Policy explains how we collect, use, share, and protect your information.

As a financial services firm operating through Raymond James Financial Services, Inc., we adhere to strict privacy standards required by federal and state laws, including the Gramm-Leach-Bliley Act and other applicable regulations.

Information We Collect

To provide you with financial advisory services, we collect various types of information:

• Personal Information: Name, address, email address, phone number, date of birth, Social Security number, and other identifying information.
• Financial Information: Income, assets, liabilities, investment experience, risk tolerance, financial goals, account balances, and transaction history.
• Employment Information: Employer name, occupation, employment history, and business affiliations.
• Family Information: Information about your spouse, dependents, and beneficiaries as relevant to your financial planning.
• Website Usage Information: When you visit our website, we may collect information about your device, browser, IP address, and browsing behavior through cookies and similar technologies.

How We Use Your Information

We use your information to:

• Provide financial planning and investment advisory services
• Process transactions and maintain your accounts
• Communicate with you about your accounts and our services
• Comply with legal and regulatory requirements
• Detect and prevent fraud and unauthorized access
• Improve our services and develop new offerings
• Send you educational materials and market updates (with your consent)

Information Sharing and Disclosure

We do not sell your personal information to third parties. We may share your information only in the following circumstances:

• With Raymond James: As our broker-dealer and custodian, Raymond James Financial Services, Inc. requires access to your information to process transactions and maintain your accounts.
• With Service Providers: We may share information with third-party service providers who assist us in delivering services (e.g., technology providers, compliance consultants). These providers are contractually obligated to protect your information.
• With Your Consent: We may share information with other professionals (such as your attorney or accountant) when you authorize us to do so.
• For Legal Reasons: We may disclose information when required by law, regulation, court order, or to protect our rights or the rights of others.
• Business Transfers: If we merge with or are acquired by another firm, your information may be transferred as part of that transaction.

How We Protect Your Information

We maintain physical, electronic, and procedural safeguards to protect your information:

• Secure storage of physical documents in locked facilities
• Encryption of electronic data and secure transmission protocols
• Access controls limiting who can view your information
• Regular security assessments and updates
• Employee training on privacy and security practices
• Secure disposal of information when no longer needed

While we implement strong security measures, no system is completely secure. We encourage you to protect your passwords and be cautious about sharing sensitive information online.

Your Privacy Rights

You have the right to:

• Access the personal information we maintain about you
• Request corrections to inaccurate information
• Opt out of certain information sharing (where applicable)
• Receive our privacy notice annually
• Limit marketing communications from us

To exercise these rights or ask questions about our privacy practices, please contact us using the information provided below.

Cookies and Online Tracking

Our website may use cookies and similar technologies to enhance your browsing experience and collect information about how you use our site. You can control cookies through your browser settings, though disabling cookies may limit some website functionality.

We do not respond to "Do Not Track" signals, but we do not track your online activities across third-party websites.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes by posting the updated policy on our website and, where required, by sending you a notice. Your continued use of our services after such changes constitutes acceptance of the updated policy.

California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete personal information, and the right to opt out of the sale of personal information. We do not sell personal information.

To exercise your California privacy rights, please contact us using the information below.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us: