Weldon MacDougall
Private Wealth Advisor Partner - U.S. Bank
Clients I specialize in: Attorneys and accountants, Business owners, Executives
As a Private Wealth Advisor Partner, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2002. I help clients succeed by taking the time to understand my clients’ unique needs and direct teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help my clients work toward their goals.
I live in Issaquah, and serve clients in Seattle. I enjoy cooking, hiking and spending time with my wife, son, daughter and our golden retriever.
Services I specialize in
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