Advisor profile


My approach

Wendy Gregory - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Wendy Gregory - My approach photo

Areas of focus

  • Sustainable and Responsible Investing
  • Christian Financial Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

  • University of Tulsa BA Political Science - Tulsa, Oklahoma

Interests

Animals and dog rescue

Music - Classical, flute, celtic, classic rock, country

Cycling

Community service

Reading

Chess

Continuing education

Community participation

I volunteer with the Tulsa SPCA as a board member and volunteer, to save the lives of animals, and teach my child that all life is to be valued and is deserving of mercy.

I volunteer with the Tulsa Youth Symphony Orchestra because music can change lives, bring joy, improve brain function and is just plain fun!

  • https://tulsaspca.org/
  • https://www.tyso.org/