Lasting relationships. For all that matters

Team Photo 2022 Eits

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • 2022 edits

    Dax McCracken, AAMS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • HI
    • IN
    • MD
    • MO
    • MT
    • NM
    • NY
    • OK
    • OR
    • SC
    • TX
    • VA
    • WA
    • WV

    Dax has been in the financial services industry for over 25 years and has served as a financial advisor and supervisor for the duration of his career. Dax holds the AAMS®, Accredited Asset Management Specialist designation. He is Series 7, 8, 65 and Life & Health Insurance Licensed. A native of Austin, Dax attended Texas State University where he received his BBA in Finance. He is a founder and served as Vice Chairman of the Board of Trustees for a local school, Veritas Academy. When away from the office Dax enjoys spending time with his wife and four daughters, trail running, & coaching girls sports.

    His volunteer efforts include serving with Mobile Loaves & Fishes and Meals on Wheels.

      • Texas State University, BBA in Finance
      • Accredited Asset Management Specialist℠
      Philanthropy
      Long-term care planning
      Retirement planning
      Investing
      Custom portfolios
      Asset allocation
      Alternative investments
      Structured products
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Douglas Carroll

      Douglas Carroll, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • HI
      • IN
      • MD
      • MO
      • MT
      • NC
      • NM
      • NY
      • OK
      • OR
      • SC
      • TX
      • VA
      • WA
      • WV

      Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and, in 2012, was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky.  When away from the office, Doug enjoys spending time with his family, playing pickleball and learning to play guitar.

      Doug serves the community as an office coordinator for Meals on Wheels, volunteers with Mobile Loaves & Fishes and is an active member of Freedom Church.

        • West Texas A&M University, MBA
        • University of Kentucky, Bachelor's of Science in Electrical Engineering
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Education planning
        Legacy planning
        Long-term care planning
        Retirement planning
        Estate planning strategies
        Investing
        Custom portfolios
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
      • John Puailoa

        John Puailoa, CFP, ChFC

        Account Vice President

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • IL
        • IN
        • MD
        • MI
        • MO
        • MT
        • NM
        • NY
        • OK
        • OR
        • SC
        • TX
        • VA
        • WA
        • WV

        John's experience with credit compliment his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals.  He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 6, 7, 63, and 65 securities licenses, as well as his Life & Health insurance license in Texas.  A graduate from Berklee College of Music, John enjoys attending concerts and appreciates all styles of music. 

        John is an active board member for Texas Accountants and Lawyers for the Arts (TALA) and volunteers with Meals on Wheels.  When John is not working he is spending time with his family, playing hockey and performing with his 12-piece cover band.

          • Berklee College of Music
          • Chartered Financial Consultant
          Lending services
          Securities-backed lending
          Financial planning
          Education planning
          Long-term care planning
          Investing
          Custom portfolios
          Asset allocation
          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
        • Dana Stevens

          Dana Stevens

          Associate Director

          Senior Client Associate

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          • IL
          • TX

          Dana began her career in the financial industry in 1984 and has worked in all aspects of the operations area including wire operator, new accounts administrator and operations manager. Before joining McCracken & Carroll, Dana was the Operations Manager of the Austin downtown branch of UBS. Dana's extensive experience and skills will enhance the quality of service to our clients.

          Dana holds Series 7, 63, and 66 licenses as well as an insurance license. She is married and has two children.

                Banking
                Cash management
                98 San Jacinto Boulevard
                Suite 600
                Austin, TX 78701

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              50+

              Collective years of experience

              As of 01/01/2023

              15+

              Years in business as a team

              4

              Investment professionals on the team


              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              The Year Ahead - Sustainable Investing

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              Retirement planning

              Multigenerational planning

              Multigenerational planning

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