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.

Mother measuring height

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

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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
    • IN
    • MD
    • MO
    • MT
    • NM
    • NY
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    Dax has been in the financial services industry for over 28 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 in the Barton Creek Greenbelt.

     

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

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    • 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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    • MO
    • MT
    • NM
    • NY
    • OK
    • OR
    • SC
    • TX
    • VA
    • WA
    • WV

    John's past experience in personal banking compliments his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals.  John graduated from Berklee College of Music and spent eight consecutive semesters on the Dean's list. He developed a unique skill set that he applies to financial planning, investment management and problem solving.

    John's volunteer efforts include Guitars 4 Vets and Meals on Wheels, and when he is not in the office he enjoys spending time with his family, playing hockey, and performing with his 10-piece cover band.

    CA Insurance #4163346

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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