Last Updated: February 24, 2026
This Privacy Notice for Scott Braddock Financial, LLC (“we,” “us,” or “our”) explains how and why we may access, collect, store, use, and/or share (“process”) your personal information when you use our services (“Services”).
This includes when you:
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Visit our website at https://scottbraddockfinancial.com or any website of ours that links to this Privacy Notice
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Interact with us in other related ways, including marketing or events
If you have any questions or concerns, reading this Privacy Notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services.
If you still have questions or concerns, please contact us at scott@scottbraddockfinancial.com.
Summary of Key Points
This summary highlights key points from our Privacy Notice.
What personal information do we process?
When you visit or use our Services, we may process personal information depending on how you interact with us, the choices you make, and the features you use.
Do we process sensitive personal information?
Some information may be considered sensitive in certain jurisdictions, such as racial or ethnic origin, religious beliefs, sexual orientation, financial information, or health data. We may process sensitive information when necessary and with your consent or as permitted by law.
Do we collect information from third parties?
No. We do not collect personal information from third parties.
How do we process your information?
We process your information to provide, improve, and manage our Services, communicate with you, ensure security and fraud prevention, and comply with legal obligations.
When do we share personal information?
We may share information in specific situations and with certain categories of third parties.
How do we keep your information safe?
We implement technical and organizational measures to protect your personal information. However, no internet transmission or storage system is completely secure.
What are your privacy rights?
Depending on your location, you may have certain rights regarding your personal information, including access, correction, or deletion.
How can you exercise your rights?
You may submit a request or contact us directly, and we will respond according to applicable data protection laws.
1. Information We Collect
Personal Information You Provide
We collect personal information that you voluntarily provide to us when you:
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Request information about our services
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Contact us
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Participate in activities on our website
The personal information we may collect includes:
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Name
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Email address
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Phone number
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Mailing address
Sensitive Information
With your consent or when required by law, we may process sensitive information such as:
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Financial data
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Social Security numbers or other government identifiers
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Health information
All personal information you provide must be accurate and complete.
2. How We Use Your Information
We process your personal information for purposes such as:
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Delivering and facilitating our services
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Responding to user inquiries and providing support
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Sending administrative information about services, policies, or updates
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Sending marketing or promotional communications (if you opt in)
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Complying with legal obligations
We may also process beneficiary information related to insurance products.
3. Sharing Your Personal Information
We may share your information with third parties that help us operate our business, including:
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Finance and accounting service providers
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Data storage providers
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Sales and marketing tools
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Insurance carriers and custodians
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Insurance companies and agencies
We may also share your information in the following situations:
Business Transfers
Your information may be shared during negotiations or completion of a merger, sale of company assets, financing, or acquisition.
Affiliates
We may share your information with our affiliates. These affiliates must honor this Privacy Notice.
Business Partners
We may share information with trusted partners who help us offer certain products, services, or promotions.
4. Data Retention
We retain your personal information only as long as necessary to fulfill the purposes described in this Privacy Notice or as required by law.
When we no longer have a legitimate business need to process your information, we will delete or anonymize it.
5. Data Security
We use appropriate technical and organizational security measures to protect your personal information.
However, no electronic transmission or storage technology can be guaranteed to be 100% secure. Therefore, any information you share with us is at your own risk.
6. Children’s Privacy
We do not knowingly collect or market to children under 18 years of age.
If we discover that we have collected personal information from a child under 18, we will promptly delete that information from our records.
7. Your Privacy Rights
Depending on your location, you may have the right to:
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Access your personal data
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Correct inaccurate personal data
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Request deletion of your personal data
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Obtain a copy of your personal data
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Withdraw consent for data processing
You can also opt out of marketing communications at any time.
To exercise your rights, contact us at scott@scottbraddockfinancial.com.
8. Do-Not-Track Signals
Some web browsers offer a Do-Not-Track (DNT) setting. Currently, there is no industry standard for recognizing these signals, so we do not respond to DNT signals at this time.
9. Privacy Rights for U.S. Residents
Residents of certain U.S. states may have additional privacy rights under state laws, including the right to:
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Know whether we process your personal data
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Access and correct your personal data
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Request deletion of your personal data
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Receive a copy of your personal data
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Opt out of targeted advertising or profiling
Requests can be submitted through our contact information listed below.
10. SMS Terms of Service
By opting into SMS messages from Scott Braddock Financial, you agree to receive text messages such as:
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Appointment reminders
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General service information
Message frequency may vary. Message and data rates may apply.
You can reply STOP at any time to unsubscribe.
11. Updates to This Policy
We may update this Privacy Notice from time to time to stay compliant with relevant laws.
Any updates will be reflected by the updated date at the top of this policy.
12. Contact Information
If you have questions or comments about this Privacy Notice, you may contact us at:
Scott Braddock Financial, LLC
8601 Six Forks Rd
Suite 400
Raleigh, NC 27615
United States
Email: scott@scottbraddockfinancial.com
13. Review, Update, or Delete Your Data
Depending on applicable laws, you may have the right to request access to the personal information we collect from you, request corrections, or ask for deletion of your data.
To submit a request, please contact us using the information provided above.
