Michelle Surita - First Command Financial Advisor

Michelle Surita - First Command Financial Advisor Coaching those who serve in their persuit of financial security Helping them set specific and meaningful goals that are aligned with their values
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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart,
informed financial decisions that are essential to the pursuit of long-term financial security. I chose this
profession because I believe it gives me the opportunity to make a real difference in the lives of the
people I work with. Experience has taught me that the biggest obstacle to financial sec

urity for most people is their own
behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their
personal financial coach by:

1. Providing them with a comprehensive, personalized plan for effectively pursuing their goals
3. Encouraging and motivating them to adopt and consistently practice the productive financial
behaviors necessary to successfully execute their plan
4. Making strategic adjustments in their plan as their circumstances and goals evolve over time

I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including
prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command
First Command was founded in 1958 by a retired Air Force officer intent on improving the financial wellbeing of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”. Disclaimer:
Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/

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Watch our full YouTube video for more tips for planning your PCS move: https://bit.ly/49FKO51

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Together, we remember and honor the loyal men and women throughout history who gave all in service to our country. We will never forget their sacrifice.

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Grateful to be part of an organization that genuinely supports veterans and the military connected community. Honored that we were named a 2026 VETS Indexes 4 Star Employer.

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On Armed Forces Day, join me in thanking the men and women serving in the U.S. Military.

Your commitment and service play a vital role in protecting our freedoms and our Nation.

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Spring is a great time to take a fresh look at your finances. 🌷

A few simple habits and a quick financial check-in can go a long way toward helping you feel more confident and in control of your money this season. If you’re looking to build better financial habits or revisit your goals, I’m here to help.

For the mothers who lead with love, give with care, and support so many around them — today is for you.❤️
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Today we honor the strength and sacrifice of military spouses. Your strength, patience, and dedication keep our military...
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Today we honor the strength and sacrifice of military spouses. Your strength, patience, and dedication keep our military families strong.

In honor of Military Spouse Appreciation Month, here are 5 budgeting and saving tips shared by our Financial Advisors wh...
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In honor of Military Spouse Appreciation Month, here are 5 budgeting and saving tips shared by our Financial Advisors who are also military spouses, focused on managing everyday household finances.

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116 S Main Street
Enterprise, AL
36330

Telephone

+13343907111

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