Financial Services
Self-Employed
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Wendy Gregory Email & Phone Number
Financial Services
at
Self-Employed
1 work email found
@ampf.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services
Location
Tulsa, Oklahoma, United States
Company size
Who is Wendy Gregory? Overview
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Quick answer
Wendy Gregory is listed as Financial Services at Self-Employed, a company with 28 employees, based in Tulsa, Oklahoma, United States. AeroLeads shows a work email signal at ampf.com and a matched LinkedIn profile for Wendy Gregory.
Wendy Gregory previously worked as Client Service Manager at Merit Financial Advisors and Virtual Assistant at Consider It Done!. Wendy Gregory holds Bachelor'S Degree, Political Science And Government from The University Of Tulsa.
Company email context
Email format at Self-Employed
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{first}.{last}@ampf.com
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AeroLeads found 1 current-domain work email signal for Wendy Gregory. Compare company email patterns before reaching out.
Profile bio
About Wendy Gregory
Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.The financial consultants at Merit are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit: https://www.meritfinancialadvisors.com
Listed skills include Client Focused, Personal Finance, Volunteering, Investments, and 12 others.
Current workplace
Wendy Gregory's current company
Company context helps verify the profile and gives searchers a useful next step.
17 roles
Wendy Gregory work experience
A career timeline built from the work history available for this profile.
Client Service Manager
Current
Jan 2023 - Present
Virtual Assistant
Apr 2022 - Jan 2023
Paraplanner
Sep 2021 - Feb 2022
Financial Advisor With Latitude Wealth Advisory
A private wealth advisory practice of Ameriprise Financial Services, LLC.
Feb 2020 - Sep 2021
Financial Advisor
Apr 2018 - Dec 2019
Client Service Representative
Apr 2016 - Apr 2018
Administrative Assistant
Oct 2014 - Apr 2016
Insurance Agent
Jul 2014 - Oct 2014
Chief Motherhood Officer
Gregory Household
Dec 2012 - Oct 2014
Director, Tulsa Office, Governor Mary Fallin
Jan 2011 - Dec 2012
Program Manager, Government Relations
Mar 2008 - Dec 2010
Council Aide
Aug 2007 - Mar 2008
Director, Young Leaders Program
Sep 2006 - Aug 2007
Legislative Director, U.S. Rep. John Sullivan
Dec 2002 - Sep 2006
Legislative Aide, Rep. Steve Largent
Legislative Assistant,-August 1999-February 2002Legislative Correspondent-April 1999-August 1999 Staff Assistant-December 1998-April 1999
Dec 1998 - Feb 2002
Assistant To Lawyers Division Director
Jun 1998 - Dec 1998
1 education record
Wendy Gregory education
FAQ
Frequently asked questions about Wendy Gregory
Quick answers generated from the profile data available on this page.
What company does Wendy Gregory work for?
Wendy Gregory works for Self-Employed.
What is Wendy Gregory's role at Self-Employed?
Wendy Gregory is listed as Financial Services at Self-Employed.
What is Wendy Gregory's email address?
AeroLeads has found 1 work email signal at @ampf.com for Wendy Gregory at Self-Employed.
Where is Wendy Gregory based?
Wendy Gregory is based in Tulsa, Oklahoma, United States while working with Self-Employed.
What companies has Wendy Gregory worked for?
Wendy Gregory has worked for Self-Employed, Merit Financial Advisors, Consider It Done!, Ameriprise Financial Services, Llc, and Ameriprise Financial Services, Llc..
How can I contact Wendy Gregory?
You can use AeroLeads to view verified contact signals for Wendy Gregory at Self-Employed, including work email, phone, and LinkedIn data when available.
What schools did Wendy Gregory attend?
Wendy Gregory holds Bachelor'S Degree, Political Science And Government from The University Of Tulsa.
What skills is Wendy Gregory known for?
Wendy Gregory is listed with skills including Client Focused, Personal Finance, Volunteering, Investments, Market Research, Listening, Responsiveness, and Public Speaking.
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