Greg Womack
Founder | Chief Executive Officer@ Womack Investment Advisers
Edmond, Oklahoma, United States
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Greg Womack is a highly experienced investment advisor with 36.7 years of work experience. He has a strong background in wealth management, investments, mutual funds, and securities. Based in Oklahoma City, Greg has worked in various roles, including as a principal and registered representative at Cambridge Investment Research, Inc. and as a certified financial planner at the College of Financial Planners. He is currently the President and Principal of Womack Investment Advisers Inc., an independent registered investment advisory firm. Greg's passion for art and his passion for working with others led him to establish his own fee-based firm, Womack Investment Advisers Inc., where he serves as the President and Principal.
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Emails and Phone Numbers

@womackadvisers.com
+1 405340****
+1 405921****
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About

He has spent most of his life in Oklahoma. As a graduate from Edmond Memorial High School, Greg worked his last two years full-time at a local grocery store. He’s had numerous titles and jobs throughout his early working years, including his own landscaping company and a butcher at a local grocery store, Wynn’s IGA. He also spent time in the restaurant business where he helped open the first Garfield‘s restaurant in Edmond. Greg’s first love and initial study in college was majoring in commercial art. Although he loved art, his real love was working with people. That’s when he decided to enter into finance. Greg joined the life insurance business with MetLife in 1986 and thus began his career in the financial services industry. After his first two years, Greg was appointed as one of the youngest branch managers in the region. Although he loved managing and working with other advisors, his real desire was to work directly with clients in their planning. This evolved into eventually establishing his own fee-based firm, which is now Womack Investment Advisers Inc., in 2000. Greg earned his professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitled to use the “CFP” professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. WIA is an independent registered investment advisor with Oklahoma, California, Indiana, Illinois, and Texas Department of Securities.

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Work Experience

1366 E 15th St, Edmond, Oklahoma, 73013, US

Financial Services

6
Phone
+1 4053401717
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Greg Womack's Professional Milestones

  • prinicipal and registered representative (1990-11-01~2006-12-01): Exceeded sales targets consistently, providing exceptional advocacy and fostering strong relationships with prospective clients.
  • business consulting and risk management (2000-01-01~): Implemented robust risk management strategies, ensuring compliance and optimizing business operations.
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Education

Southern Nazarene University
Southern Nazarene University

Commercial Art,

Art

1981-1982