Aaron Moulton in

Aaron Moulton

Judge · DISC type Dc
Managing Partner / Branch Manager / Financial Advisor at Cedar Creek Wealth Management
📍 Greater Seattle Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
20 Years
Current Role
Managing Partner / Branch Manager / Financial Advisor
Job Level
Middle
Location
Greater Seattle Area, United States
Personality Overview

How Aaron shows up

Features Driven
Generally Skeptic
Demanding

They prefer to be the ones controlling the conversation or defining the terms. They like to move fast and expect the same from others. They respond well to strong and respectful communication.

Priorities

Topics Aaron cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2024
Managing Partner / Branch Manager / Financial Advisor
Cedar Creek Wealth Management
6-2010 - 1-2015
Resident EMT - Emergency Medical Technician
Maple Valley Fire & Life Safety
2-2001 - 3-2024
Managing Director - Branch Manager
Wells Fargo Advisors
4-1997 - 11-2000
Reserve Fire Fighter / EMT
Eastside Fire & Rescue
5-1996 - 2-2001
Vice President - Investments
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1992 - 1996
Finance
Brigham Young University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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