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Sharon Merrill Advisors Privacy Policy

Last Revised: July 20, 2023

This Sharon Merrill Advisors Privacy Policy (“Privacy Policy”) explains how Sharon Merrill Associates, Inc. d/b/a Sharon Merrill Advisors (“Sharon Merrill”, “we,” “us,” or “our”) collects, uses, and discloses your personal and other information gathered from your use of our website, (the “Site”).

Please read this Privacy Policy carefully. By using the Site, you acknowledge that you have read, understood, and agree to be bound by the terms of this Privacy Policy and consent to Sharon Merrill’s collection, use and disclosure of personal information and other information as set forth herein. If you do not consent to the terms of this Privacy Policy, you should not access or use the Site in any way and should immediately exit the Site.

Privacy Policy Updates

Collection of Information: We obtain personal information and other information about you from a variety of sources. This includes personal information you provide to us, information we gather through automated means, and information we obtain from other sources.

Information you provide to us. We collect personal information that you provide to us when you use the Site which may include but is not limited to:

  • First name
  • Last name
  • Name of your business organization
  • Industry
  • Business/ job title
  • Email address
  • Physical address
  • Other similar identifying information
  • Information you provide regarding your reason for contacting us
  • Blog comments

Information collected through automated means: By choosing to use the Site, you agree to provide Sharon Merrill with certain information that is automatically created, collected, and recorded by your use of the Site. Sharon Merrill uses third parties, including but not limited to HubSpot and Google Analytics, to collect this information. Sharon Merrill and these third parties may use a variety of technologies to collect data, including cookies, web beacons, JavaScript and logging.

The automated data collected may include but is not limited to:

  • Your device type and settings, software used, browser type, operating system, and device id,
  • IP address,
  • Whether you are a new or return user,
  • Internet service provider,
  • Web pages you view and time spent on them, links you click on, and what search queries you run on the Site,
  • Websites or other referring services you visited before and after visiting the Site,
  • Dates and times you access or use the Site
  • Time zone
  • Location information

Cookies are small text files that are placed on your computer or mobile device by a website, containing the details of your browsing history on that website in addition to other data. Most browsers automatically accept cookies, but you can choose whether or not to accept cookies through your browser controls, often found in your browser’s “Tools” or “Preferences” menu. Please keep in mind that removing or blocking cookies can negatively impact your user experience and parts of our Site may no longer be fully accessible if you remove or block cookies.

Information Obtained from Other Sources: We may obtain personal information and other information about you in connection with the Site from third parties.

Use of Information

Sharon Merrill, or service providers acting on our behalf, may use your personal information and other information for various purposes in connection with Sharon Merrill’s business, including but not limited to:

  • To deliver our newsletters, blogs, surveys, and other communications which we believe will be of interest to you;
  • To respond to your inquiries and requests;
  • To send you invitations to events in which you may be interested;
  • To operate, evaluate and improve our business;
  • To provide customer service and support;
  • To notify you about certain changes to the Site;
  • To provide, monitor and evaluate use of, and improve the Site;
  • To focus our marketing and advertising efforts; and
  • In other ways for which we provide specific notice at the time of collection.

Unauthorized Use

Unauthorized attempts to use the Site in a way that violates our Terms of Use, to utilize the Site for other than its intended purposes, or to defeat or circumvent the Site’s security features are strictly prohibited. We do not intend for the Site to be used by children under the age of 16, nor do we seek to collect information about children under the age of 16. If you are under the age of 16, please do not provide us any information and promptly exit the Site. 

Sharing of Information

Service Providers: We engage certain trusted third parties, including HubSpot, to perform functions and provide services to us, including, without limitation, website hosting and maintenance, customer relations and support, database storage and management, data analysis, and marketing and social media services. We may share your personal information and other information with these third parties, but only to the extent necessary to perform these functions and provide such services.

Other Third Parties: We also may share, disclose, or transfer your personal information and other information with third parties as follows:

  1. to government agencies, advisors and other third parties, where necessary and appropriate, in order to comply with applicable laws, the service of legal process, or if we reasonably believe that such action is necessary to:
    1. comply with the law requiring such disclosure;
    2. protect Sharon Merrill’s rights or property;
    3. prevent a crime or protect national security; or
    4. protect the personal safety of the users or the public;
  2. if we believe your actions violate our Terms of Use or other policies; or
  3. in connection with a financing or a sale, acquisition, or merger of our business or our business assets.

We may also use or share with others non-personally identifiable information, or aggregated or anonymized information that does not directly identify you for marketing, advertising, or other uses.

Third Party Sites or Apps

The Site may contain links to external websites, plug-ins or applications. Please note that this Privacy Policy does not apply to third party websites, plug-ins, or applications to which the Site links. Sharon Merrill is not responsible for the practices and policies (including privacy policies) of third parties and, therefore, you should review the privacy practices and policies of such third parties prior to providing your personal information in connection with such websites, plug-ins or applications.

Subscribing to E-Mail Correspondence

If you provide us with your email address, you authorize us to send you regular emails, including marketing communications, unless and until you request to unsubscribe from such emails. We may collect information about your interactions with emails sent by us or on our behalf, including whether you opened the email or clicked on any links. We may use this information to improve our marketing, to understand our audience, and to improve the Site. Each email we send contains a way for you to unsubscribe from further emails from us.

Cross-Border Transfers

The Site is based in the United States and may use service providers that operate in other countries. Your personal information may be transferred to the United States or other locations where privacy laws may not be as protective as those in your state, province, or country. If you choose to use the Site, then please note that you are transferring your personal information outside of your state, province and/or country for storage and processing, and by providing your personal information, including automatically collected information, on the Site, you freely and specifically consent to that transfer, storage, and processing.


Sharon Merrill uses reasonable care to protect the privacy and security of personal information and to ensure that our systems are secure and meet industry standards. Unfortunately, no Internet transmission is ever completely secure, and we cannot guarantee that unauthorized access, hacking, data loss or other breaches will never occur. WE EXPRESSLY DISCLAIM ANY REPRESENTATION OR WARRANTY, WHETHER EXPRESS OR IMPLIED, WITH RESPECT TO ANY BREACHES OF SECURITY, DAMAGE TO YOUR DEVICE, OR ANY LOSS OR UNAUTHORIZED USE OF YOUR PERSONAL INFORMATION OR OTHER DATA.

Contact Us

If you have questions or comments about this Privacy Policy, please email us at