Greg Womack
Southern Nazarene University
Tell me more about Greg Womack?
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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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.
...See MoreWork Experience
Founder | Chief Executive Officer
Owner
Financial Services
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.
Education
Commercial Art,
Art
1981-1982Skill
Investment Advisory
Wealth Management
Investments
Mutual Funds
Securities
Disability Insurance
Life Insurance
Retirement Planning
Public Speaking
Iras
Financial Advisory
Alternative Investments
Estate Tax Planning
Registered Investment Advisor
Tax
Insurance Policies
Inheritance Tax Planning
Charitable Gift Planning
Asset Protection
Published Author
Technical Analysis
Investment Management
Wealth
Financial Planners
Charitable Trusts
Financial Services
Strategic Financial Planning
Former Butcher/meat Cutter
Estate Settlment
Tax Reduction Strategies
Sudden Wealth Planning
Gold Investments
Investment Strategies
Estate Planning
Small Business
Asset Allocation
Portfolio Management
Insurance
Certified Financial Planner
Series 7
Equities
Fixed Annuities
Wealth Management Services
Series 63
Term Life Insurance
Wealth Accumulation
Email Marketing
Mortgage Lending
Personal Financial Planning
401k
Certification
Colleagues
Raegan Thornhill
Director Of Client Services Marketing
Other Named Greg Womack
Frequently asked questions
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Greg Womack works for Womack Investment Advisers
Greg Womack's role in Womack Investment Advisers is Founder | Chief Executive Officer
Greg Womack works in the industry of Financial Services
Greg Womack's colleagues are Raegan Thornhill
Greg Womack's latest job experience is Founder | Chief Executive Officer at Womack Investment Advisers
Greg Womack's latest education in Southern Nazarene University