Edmond, OK Office

Gregory Womack is a financial advisor at Womack Investment Advisers, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with his current firm since 2000. His career includes involvement in various business ventures such as land development consulting through GreneCo and publishing rural community phone books via Red Book Publishing Company, Inc. 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 employs model-based investment programs, third-party manager selection, and a separately managed Individual Stocks and Options Program, using a combination of individual securities, mutual funds, and ETFs guided by fundamental and technical analysis.

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.