Advisors at this firm
Richard F
Series 65
Indianapolis, IN
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 W
Series 63, Series 65
Edmond, OK
Womack Investment Advisers, Inc
Gregory Womack is a financial advisor at Womack Investment Advisers, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been involved with firms including Trinity Capital Asset Management and Constellation Group. Outside of advisory services, he is active in several entrepreneurial ventures, including publishing rural community yellow pages through Red Book Publishing Company, Inc., and developing solar-powered real estate projects with OK Sun Power, LLC. Womack Investment Advisers is a fee-based team with four advisors serving individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-fund manager approach combining fundamental and technical analysis, risk-profiling tools, and derivatives strategies, and offers services including discretionary portfolio management, financial planning, and individualized stock and options management.
Jeffrey B
Series 63, Series 65
Edmond, OK
Womack Investment Advisers, Inc
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.