SMS Privacy Policy and Terms & Conditions

SMS Consent Communication:

The information and phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications:

If you have consented to receive text messages from Morris Wealth Management, you may receive messages related to the following:

• Appointment reminders
• Follow-up messages
  

Example: Hello, this is a reminder of your upcoming appointment with Ken Morris at (Location) on (Date at time). Reply STOP to opt out of SMS messaging at any time.

Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive multiple SMS messages per week related to your appointments, etc..

Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-in Method:

You may opt in to receive SMS messages from Morris Wealth Management in the following ways:

• Verbally, during a conversation
• By submitting an online form
• By filling out a paper form

Opt-out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply STOP to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us via email.

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures:

Message and data rates may apply.

You can opt out at any time by texting STOP.

For assistance, text HELP or visit Cetera's Privacy Policy pages.

Message frequency may vary