
Weldon Macdougall D
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’... | Issaquah, Washington, United States
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Weldon Macdougall D’s Emails we****@we****.com
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Weldon Macdougall D’s Location Issaquah, Washington, United States
Weldon Macdougall D’s Expertise As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and I direct my teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that work. I began my career in the banking and financial services industry in 2002. Prior to joining U.S. Bank Private Wealth Management, I worked as a Senior Tax Advisor at Weldon Tax Advisors, LLC. My professional background includes tax and estate planning, generational wealth management and private foundations. I reside in Issaquah and enjoy cooking, hiking and spending time with my wife, son, daughter and golden retriever. Connect with me today to find out how I’ll make your mission my mission.
Weldon Macdougall D’s Current Industry Us Bank
Weldon
Macdougall D’s Prior Industry
Kpmg
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Bessemer Trust
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Harris Mycfo
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Macdougall And Associates Law Firm
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Pioneer Wealth Partners
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Weldon Tax
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Us Bank
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Work Experience

Us Bank
Private Wealth Advisor Partner
Fri Sep 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Weldon Tax
Senior Tax Advisor (Owner)
Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Pioneer Wealth Partners
Senior Tax Associate
Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Macdougall And Associates Law Firm
Attorney
Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Harris Mycfo
Tax Manager
Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Bessemer Trust
AVP Client Tax Consulting
Fri Oct 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Kpmg
Senior Tax Associate
Wed May 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat May 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)