Weldon MacDougall, J.D., C.P.A. in

Weldon MacDougall, J.D., C.P.A.

Examiner · DISC type cs
Private Wealth Advisor Partner at U.S. Bank
📍 Issaquah, Washington, 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
19 Years
Current Role
Private Wealth Advisor Partner
Location
Issaquah, Washington, United States
Personality Overview

How Weldon shows up

Status Quo Seeker
Process Oriented
Unexpressive

They are always well-planned and adopt a systematic approach. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Weldon cares about

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

Work history

9-2023
Private Wealth Advisor Partner
U.S. Bank
4-2017 - 9-2023
Senior Tax Advisor (Owner)
Weldon Tax
2-2012 - 4-2017
Senior Tax Associate
Pioneer Wealth Partners
2-2009 - 2-2012
Attorney
MacDougall & Associates Law Firm, PLLC
8-2008 - 2-2009
Tax Manager
Harris myCFO
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2002
Juris Doctorate
Drake University Law School
1994 - 1997
BA
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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