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SCOTT H. WOMACK

FOUNDER & PRESIDENT

Scott Womack, founder and President of both Womack Wealth Management, Inc. and Womack Business Management Inc., has been involved in multiple disciplines within the financial services industry for over 24 years.

Womack Wealth Management, is a fee-only Registered Investment Advisor (RIA) firm providing comprehensive, fee-only financial planning, estate planning and asset management for high net worth families, closely-held businesses, foundations, ERISA plans, entrepreneurs, celebrities, and professional athletes.

Womack Business Management, provides integrated Family Office/Business Management services, such as personal-CFO services, advanced business planning, entity selection, risk management, corporate compliance, accounting/bookkeeping, tax planning/coordination, and bill paying services, for high net worth families, foundations, actors, musicians, and athletes.

Prior to founding these companies, Scott handled advanced wealth planning and investment management with a multi-family office (RIA). He went on to open and oversee an office in Beverly Hills, specializing in services for sports and entertainment clientele which transitioned to the Womack Wealth Management and Womack Business Management firms in 2008.

 

Business Experience: 

  • President and CEO, Womack Wealth Management, Inc. (February 2008 - Current)

  • President and CEO, Womack Business Management, Inc. (February 2008 - Current)

  • Director, Sports and Entertainment Business Management and Family Office Wealth Management UAS (June 2002 - February 2008)

  • Raymond James Financial Services, Inc., Financial Advisor (February 2002 - February 2008)

  • Morgan Stanley, Associate Vice President, Financial Advisor (August 1995 - May 2002)

  • NM Capital Management, Analyst/Performance Reconciliation (June 1995 - August 1995)

 

Education:  

  • University of Colorado, Boulder, CO - Bachelor of Arts, Economics w/Finance emphasis (1993)

 

Licensure and Certification:

  • Uniform Investment Adviser Law Examination (Series 65). The Series 65 Exam covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities.  Successful completion of the Series 65 exam qualifies an investment professional to function as an Investment Adviser Representative in certain states.  The Series 65 qualification examination has 130 questions with three hours of testing time and is administered by FINRA

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