Protecting Your Financial Information

Personal Information, Scam, Signature Wealth Strategies - Florence SC

 

Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams are still pervasive. I believe you can never be too careful when it comes to protecting your information privacy. Here are some suggestions for thinking ahead of potential scams:

 

  • Never share any personal or financial information when contacted unexpectedly.
  • Question all unsolicited emails, before opening any contained links. Try hovering your mouse over a link to ensure it’s encrypted (often denoted with an https://).
  • Phony emails may be characterized by poor grammar and a lack of formatting.
  • Are you being told not to contact your lawyer, accountant or another third party? It’s probably a scam.

 

For these reasons, we are not allowed to send money to you without verbal confirmation, and we cannot send money to a third party without written authorization from you. If you have not already, I strongly encourage you to set up a bank draft, so that we may deposit money directly to your bank account-and ONLY your bank account- upon your request. It’s like a check being sent to you, but without the delay of mail.

 

If you ever receive an email from us that looks questionable, asks you for money, or asks you for information that you are comfortable sharing, please call us!

 

If you do receive a questionable communication from any source, investigate further by doing an internet search for legitimate contact information before divulging anything. Should you have further questions, please feel free to contact us.

 

 

 

 

 

 

Opinions expressed in the article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
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About Scott Mitchell

AAMS ®, Founding Partner SWS, Senior Wealth Advisor RJFS Scott is a cum laude graduate of Wake Forest University School of Business. He received additional training from the College of Financial Planning and earned the accreditation of Accredited Asset Management Specialist℠ as well as earning the Accredited Investment Fiduciary® designation.  Scott began his career at Southern National Bank. He then joined his father, Bob Mitchell, at First Union Securities for six years. At Signature, Scott directs investment strategy for the team and oversees the research and management of individual stocks, bonds and mutual funds. Scott lives in Florence with his wife and two children. He is a member and past President of St. Luke Lutheran Church, member and past President of the Florence Rotary Club, and on the board of directors of the Pee Dee Area Big Brothers and Big Sisters. Follow Scott on LinkedIn.

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