Excelsior Leadership Development
Effective Date: August 16, 2026
Excelsior Leadership Development (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, submit a form, request information, or communicate with us.
We may collect personal information that you voluntarily provide, including your name, telephone number, email address, and other information you submit through our website, forms, appointment requests, or other communications.
We may use the information you provide to respond to inquiries and requests, provide financial education and information about our services, communicate regarding appointments or service-related matters, provide information about events and educational opportunities, send communications for which you have provided appropriate consent, and maintain and improve our services.
If you voluntarily provide your mobile telephone number and opt in to receive SMS communications, we may send you informational and/or marketing text messages according to the consent you selected.
Message frequency varies. Message and data rates may apply.
Reply STOP to any SMS message to opt out of future text messages from that messaging program. Reply HELP for assistance.
Consent to receive SMS messages is not a condition of purchasing any goods or services or submitting a website form.
Mobile information, including phone numbers and SMS consent/opt-in data, will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.
We may disclose information to service providers that assist us in providing communications and operating our services, solely as necessary to perform those services on our behalf and subject to appropriate confidentiality and data-protection obligations.
We do not sell your personal information. We may disclose personal information when reasonably necessary to operate our business, provide requested services, work with service providers acting on our behalf, comply with applicable laws or legal processes, or protect our rights, safety, and property.
We use reasonable administrative, technical, and organizational measures designed to protect personal information. However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Our website may use cookies and similar tracking technologies to support website functionality, understand how visitors interact with our website, improve user experience, and measure website performance. We may also use analytics tools provided by third-party service providers to collect information such as browser type, device type, pages visited, referring pages, and general usage information.
Cookies and similar technologies may be managed through your browser settings. Disabling certain cookies may affect the functionality or performance of portions of the website.
Information collected through cookies, analytics, or similar technologies is used for legitimate business and website-operational purposes and is handled in accordance with this Privacy Policy.
You may choose not to provide certain personal information, although doing so may limit our ability to provide certain services or respond to requests.
You may opt out of SMS communications at any time by replying STOP. You may also contact us directly regarding your communication preferences.
Our website may contain links to third-party websites or use third-party service providers. We are not responsible for the privacy practices of third-party websites that we do not control. We encourage you to review their privacy policies.
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
If you have questions about this Privacy Policy or our privacy practices, contact:
Excelsior Leadership Development
Tessa Conwell, Licensed Financial Professional
Email: [email protected]
Phone: (917) 859-3925