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 P. McCracken, AAMS®

First Vice President - Wealth Management
Accredited Asset Management Specialist (AAMS®)
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512-479-5254

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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 and coaching girl's sports.

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


Registered States:
AL, AZ, CA, CO, FL, HI, IL, IN, MD, MS, MT, NC, NM, NY, OK, OR, TX, VA, WA, WV


Douglas L. Carroll, CFP®

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
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512-479-5228

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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 racquetball and learning to play guitar.

His volunteer efforst include office coordinator for Meals on Wheels, Mobile Loaves & Fishes, and he is an active member of New Hope 365 Church.


Registered States:
AL, CA, CO, FL, HI, IL, IN, MD, MS, MT, NM, NY, OK, OR, SC, TX, VA, WA, WV


John Puailoa, CFP®, ChFC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
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512-479-5253

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John's past experience in banking 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 of Berklee College of Music, John has a unique skill set he applies to financial planning and problem solving.

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 in the office he enjoys spending time with his family, playing hockey, and performing with his 12-piece cover band.


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


Dana L. Stevens

Senior Client Service Associate
512-479-5257

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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 Wealth Management Group, Dana was the Operations Manager of the Austin downtown branch of UBS. Dana's extensive experience and skill enhances the quality of service to our clients.

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


Registered States:
IL, TX