First Command Financial Advisor - Bates Herrick

Bates Herrick joined First Command Financial Services as a Financial Advisor in November 2021. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

A graduate of Sewanee: University of the South with a Bachelor’s degree in Economics, Bates holds Series Series 7, Series 66 securities licenses plus life and health insurance licenses in VA, non-residential DC and MD.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Bates serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Bates will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In his free time, Bates enjoys spending time with friends, spending time with family, and traveling.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”