user avatar

Carol Annette Lee

Advisor at Edward Jones — Rock Springs, WY Dewar Dr

Updated today

Credentials

Series 66

Experience

1 year

Location

Rock Springs, WY 82901

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Carol Lee is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has held positions at Edward Jones since 2021 and has a work history including roles at C & C Safety Service, Memorial Hospital of Sweetwater County, and Aaron's Water Service Inc. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Rock Springs, WY Dewar Dr

1575 Dewar Dr Suite 420

Rock Springs WY 82901

Advisors at this office

3

Most active in

Texas · Wyoming

Work history

1 year of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

C & C Safety Service

2017 - 2023 • 6 years

Eden, WY

Memorial Hospital of Sweetwater County

2015 - 2017 • 2 years

Rock Springs, WY

Aaron's Water Service Inc.

2003 - 2021 • 18 years

Farson, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher W

CFP®

Rock Springs, WY

One Wealth Map, LLC

Christopher Wurst is a CFP® professional with seven years of industry experience. He is currently with One Wealth Map, LLC and previously worked at RubinBrown Advisors LLC and Wealth Management Advisors, Inc. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm employs model portfolios, tax-aware tools, and selective option strategies, providing tiered service levels that can include family-office oversight and entity-level tax support.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
user avatar

Kevin H

Series 65

Rock Springs, WY

Wood Wealth Group, LLC

Kevin Harrison is a financial advisor at Wood Wealth Group, LLC in Rock Springs, WY. He holds a Series 65 designation and has been working in the financial services industry since 2025. Prior to joining Wood Wealth Group, he has held various roles outside of finance, including positions at Bed Company, LLC and East Coast Insurance Providers. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, offering both one-time written plans and ongoing advisory relationships. The firm employs a range of investment strategies, including fundamental analysis, modern portfolio theory, and technical analysis, and utilizes tools such as options, margin, and short sales.

Options & derivatives strategies Annuities Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Alexander C

Series 63, Series 66

Rock Springs, WY

Empirikal Partners LLC

Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 credentials and over 22 years of industry experience. His prior roles include positions at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating a sole proprietorship focused on fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on fundamental analysis and ongoing monitoring.

Business exit / sale strategy Debt management
user avatar

Robin F

CFP®, Series 66

Rock Springs, WY

Wood Wealth Group, LLC

Robin Faulkner Harrison is a CFP® with eight years of industry experience, currently serving as an advisor at Wood Wealth Group, LLC. His prior roles include positions at Faulkner & Harrison Wealth Management, O.N. Investment Co., and Waddell and Reed. He is also licensed to sell insurance products and maintains a related insurance brokerage business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a diverse investment process incorporating fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management.

Options & derivatives strategies Annuities Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Doran J

Series 63, Series 65

Rock Springs, WY

J. W. Cole Advisors, Inc.

Doran James is a financial advisor at J.W. Cole Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 12 years. Outside of his advisory role, he is a partner at Wyoming Wealth Management, LLC, where he is involved in client relations and business continuity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar

Jennifer D

Series 63, Series 66

Green River, WY

Empower Advisory Group

Jennifer Drinkle is a financial advisor with Empower Advisory Group in Green River, Wyoming, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her prior roles include positions with LPL Financial, J.W. Cole Advisors, and Wells Fargo. She serves on the board of Cowboys Against Cancer, a nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and participant savings rates through proprietary and third-party planning methodologies.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)