Womack Investment Advisers, Inc

Richard Feely is a Series 65-licensed advisor with Womack Investment Advisers, Inc., based in Indianapolis, IN. He has 17 years of industry experience and has been with Womack since 2009. In addition to his advisory role, Feely is a physician and president of multiple healthcare-related businesses, including an osteopathic medical practice and a concierge medicine service, as well as an online test preparation company for acupuncture and Oriental Medicine licensing exams. Womack Investment Advisers is a fee-based team with four advisors managing approximately $76 million for about 167 clients. The firm serves individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations, using a combination of fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct and manage portfolios.

Gregory Womack is a financial advisor with Womack Investment Advisers, Inc. in Edmond, OK, holding Series 65 and Series 63 credentials and bringing 38 years of industry experience. He has been affiliated with his current firm since 2000 and has involvement in several business ventures, including serving as an officer and investor in a publishing company that produces phone books and advertising for rural communities in Central Oklahoma. Womack Investment Advisers provides discretionary portfolio management, financial planning, and wealth management services primarily for individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm uses model-based programs alongside customized portfolios incorporating individual securities, mutual funds, ETFs, and options strategies, with ongoing account reviews and educational materials offered to clients.

Jeffrey Beattie is a financial advisor with Womack Investment Advisers, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Womack Investment Advisers since 2006 and has prior experience with Trinity Global Partners and related entities. Outside of his advisory work, he serves as a part-time police officer with the West Terre Haute Police Department. Womack Investment Advisers is a fee-based team of four advisors managing approximately $76 million for individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct portfolios, offering discretionary management, model portfolios, stock and options programs, and financial planning services.