A legacy for generations

The-Carrigan-Paul-Eastburn-Group

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Boardroom

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.

  •  Patrick-Carrigan

    Patrick Carrigan, CFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • MN
    • MS
    • NC
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT

    Pat joined UBS in 2009 after 28 years at Smith Barney. As a Senior Vice President, Pat is primarily responsible for the team’s investment strategy, research, portfolio design, and implementation. Launching his career at one of the “Big 8” accounting firms, Pat subsequently became a Financial Advisor in late 1981. Over the past 30+ years, Pat has encountered the entire spectrum of market cycles and has gained extensive knowledge of the financial markets. Born and raised in Hot Springs, Arkansas, Pat moved to Texas in 1980 and now resides in Dallas with his wife Emily and two children, Taylor and Annemarie. In addition to enjoying water sports, fly fishing, and playing guitar, Pat is active within his Church as a volunteer with the youth group and a member of the Foundation Board. Pat serves as Chairman of Crossfire Ministries focusing on mentoring inner city Hispanic boys, steering them away from gang membership and towards transformation and living productive healthy lives. He has also served on the Board of Mental Health in Dallas.

        • Chartered Financial Analyst®
        100 Crescent Court
        Dallas, TX 75201
      • Mark-Paul

        Mark Paul

        Senior Wealth Strategy Associate

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        • AR
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        • CO
        • FL
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        • IL
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        • MA
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        • NC
        • NY
        • OH
        • OK
        • SC
        • TX
        • UT
        • VA
        • VT

        Mark joined UBS in 2009 after 24-years at Smith Barney.  As a Senior Vice President, Mark serves primarily as the team leader and coordinator of all client relationships. Prior to becoming a Financial Advisor, Mark spent 17 years in various management roles with The Steak & Ale Corporation. In this demanding restaurant environment, Mark gained an understanding for all aspects of the business and built his professional foundation around hard work, organization, communication and trust. Mark and his wife Jenay reside in Dallas Texas. In addition to spending time with his three grown children and seven grandchildren, Mark enjoys the outdoor life through skiing, boating, and travel. In Mark's spare time he mentors MBA students and executives from multiple industries as a member on the SMU Advisory Board for the past 8 years. He actively sits on the Dallas Chapter of the St Jude Fundraiser Leadership Committee, the Executive and Investment Committees of the Dallas County Community College District Foundation and is the Chariman of the El Centro College Food and Hospitality Institute Fundraising Committee.

              100 Crescent Court
              Dallas, TX 75201
            • Justin-Eastburn

              Justin Eastburn, CFP

              First Vice President–Wealth Management

              Financial Advisor

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • KY
              • MA
              • MD
              • MI
              • MN
              • MS
              • NC
              • NY
              • OH
              • OK
              • OR
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT

              Justin joined UBS in May 2009 after spending 5 years at Smith Barney. As a Financial Advisor, Justin is focused on developing, implementing and revising the financial plans for our clients. After becoming interested in personal finance early in his college enrollment, Justin entered this field with an emphasis on financial planning to satisfy a passion to help others better understand their financial position and empower them to make good financial decisions. He is a graduate of the University of Texas at Austin with a B.A. in Economics and minor in Business. Justin is a CERTIFIED FINANCIAL PLANNER™ and has earned the Financial Planning Certificate, Series 7 and Series 66 securities licenses as well as life and health insurance licenses. Justin, his wife, Lauren, and their son reside in Plano, Texas.  Justin is very active at Highland Park Presbyterian Church and also enjoys spending time training for and participating in endurance sports.

                • University of Texas at Austin, B.A. in Economics and Minor in Business
                • CERTIFIED FINANCIAL PLANNER™
                100 Crescent Court
                Dallas, TX 75201
              • Blake-Paul

                Blake Paul

                First Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • IL
                • KY
                • MA
                • MD
                • MN
                • MS
                • NY
                • OH
                • OK
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT

                Blake joined UBS in May 2009. As a Wealth Strategy Associate, Blake assists the team in developing customized asset allocation strategies, as well as analyzing and implementing investment solutions for our clients. Prior to joining the Carrigan Paul Group, Blake followed his passion for sports to one of the country’s fastest-growing partnership and property marketing agencies where he successfully managed relationships with multiple well-known national brands. He is a graduate of Baylor University and holds the Series 7 and Series 66 licenses, and is currently a Chartered Financial Analyst (CFA) Level II Candidate. Blake and his wife Shannon reside in Richardson, Texas with their 3 children - Tenley and (twins) Harper and Brady. In addition to spending time with his family, Blake enjoys reading, photography and anything competitive.

                  • Baylor University
                    100 Crescent Court
                    Suite 600
                    Dallas, TX 75201
                  • Alyssa-Ann-East

                    Alyssa Ann East

                    Client Associate

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                            100 Crescent Court
                            Dallas, TX 75201

                          The Year Ahead - Sustainable Investing

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          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.

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                          A global leader in wealth management

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                          In invested assets globally 
                          As of 06/30/2022

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                          Our global footprint

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