Understanding

Comes from experience

McCracken & Carroll Wealth Management Group is a thoughtful and credentialed team of professionals that provide tailored advice along with a unique standard of care to a select group of individuals, families, and businesses.

Our mission is to become an essential part of our clients' financial lives by helping them define and pursue their life's goals while leveraging our experience, comprehensive financial planning, and the resources of a global wealth management leader.

Dax McCracken, AAMS

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • IN
  • MD
  • MO
  • MT
  • NM
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Texas State University, BBA in Finance

Credentials

  • Accredited Asset Management Specialist

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Douglas Carroll, CFP

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • West Texas A&M University, MBA
  • University of Kentucky, Bachelor's of Science in Electrical Engineering

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

John Puailoa, CFP, ChFC

Account Vice President

Financial Advisor

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

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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Berklee College of Music

Credentials

  • Chartered Financial Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Dana Stevens

Associate Director

Senior Client Associate

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.

Registered States:
  • IL
  • TX

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me