Edward Jones - Financial Advisor: Carolyn Rocha
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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.
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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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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.
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.
Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI
10/07/2026
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.
Will vs. trust: What's the difference? 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.
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
10/02/2026
Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.
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 a psychological transition Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.
As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.
Watch the full episode: https://bit.ly/4jwE7Yv
09/28/2026
Check out our weekly market update for news on last week's market and guidance for the week ahead.
https://bit.ly/4yTVlUe
09/25/2026
I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.
09/25/2026
Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.
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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 |
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