Edward Jones - Financial Advisor: Carolyn Rocha

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Edward Jones - Financial Advisor: Carolyn Rocha Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. I grew up in St. Louis, MO, in a family of four girls.

Member SIPC

I earned the designation of both Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®). Since 2010, I have been working with families and business owners to understand what is most important and helping them build personalized investment strategies. Our team works closely with you and your other trusted professionals to help you achieve your goals, such as business retirement planning, insurance strategies, personalized retirement planning, saving for college, or creating income in retirement. My mother was a small business owner, helping clients with their technology needs, and my father was a General Partner at Edward Jones. Growing up an Edward Jones kid, I saw first hand how a great financial advisor can positively impact their clients' lives. I graduated from Purdue University with a bachelor's in mechanical engineering in 2006. After working two years as a field engineer for an oil and gas company, I went back to school and graduated with a MBA, with a concentration in finance, from Southern Methodist University in 2010. We believe in giving back to the community. Currently, I am serving on the Springtown Education Foundation Board and Springtown Chamber of Commerce Board. As my business has grown, I have also been able to give back to Edward Jones through our volunteer positions. I have had the privilege of being a field trainer for new financial advisors, a mentor and a recruiter. My branch office administrators are DaLania Rogers and Eva Barfield. Our branch team is dedicated to giving you the highest level of service possible and partnering with you to help you reach your goals. Please call us when we can be of service to you.
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From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
10/16/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals ...
10/14/2026

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

Check out our weekly market update for news on last week's market and guidance for the week ahead. https://bit.ly/4rY5M...
10/12/2026

Check out our weekly market update for news on last week's market and guidance for the week ahead.

https://bit.ly/4rY5Mnz

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Fin...
10/09/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

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Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.

Check out our weekly market update for news on last week's market and guidance for the week ahead. https://bit.ly/3Vj06...
10/05/2026

Check out our weekly market update for news on last week's market and guidance for the week ahead.

https://bit.ly/3Vj06Z7

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
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Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income,...
10/02/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

Address

825 E Highway 199, Ste 101
Springtown, TX
76082

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+18175233196

Website

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