Womack Investment Advisers

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Greg K. Womack, CFP

President & Principal

For over 20 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, deliver of financial core concepts makes him a great guest speaker for any organization. Through speaking engagements and workshops, Womack communicates his passion for helping others. Womack helps attendees find their sense of financial purpose and helps them create a plan for wealth management.

He has earned professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitle to use the “CFP” professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Womack Investment Advisers, Inc. is a registered investment adviser whose principal office is located in Oklahoma. Womack Investment Advisers, Inc. is also registered in the State of Illinois, the State of Indiana and the State of Texas. WIA only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.  

Since 2003, Greg has served as the Edmond Library Commissioner with the Metropolitan Library System. He chairs the annual Edmond Mayor's Prayer Breakfast, and served as the first Chairperson of the Edmond Alarm Review Board. Greg is an alumnus of Leadership Edmond, and graduated from the first class of the Edmond Citizens Police Academy. Greg is a 1981 graduate of Edmond Memorial High School, and has been a Rotarian since 1990.

Greg's recently authored book Wisdom and Wealth gives readers a solid understanding of how to create, preserve and continue their wealth and well-being. He is a frequent guest on local television stations as a financial expert and has appeared numerous times on CNBC TV as a guest expert. Greg writes and speaks frequently on a wide range of financial planning topics. He has authored numerous articles and has been quoted in nationwide publications, including: Barron’s, The Wall Street Journal, Kiplinger’s, USA Today, U.S. News & World Report, and TheStreet.com.

You can contact Greg by phone at: 405-340-1717 or email at: greg@womackadvisers.com


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Jeff Beattie
Portfolio Strategy Assistant

Jeff is a portfolio strategy assistant specializing in equity options. He provides valuable analysis...

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1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091