Biography of Kevin Stapleton Pebble Beach

After an illustrious 35-year career in wealth management, Kevin Stapleton Pebble Beach retired to his dream home in Pebble Beach, California. His professional life started at IBM in sales and marketing right after graduating from university. He worked for IBM in Los Angeles for nearly five years before transitioning to financial services at A.G. Edwards. There, he established a prosperous money-management practice. He remained with the firm through its acquisition by Wachovia Securities and subsequent purchase by Wells Fargo, concluding his tenure after nine

Turn static files into dynamic content formats.

Create a flipbook

Biography of Kevin Stapleton Pebble Beach

Published on May 6, 2024

Kevin Stapleton Pebble Beach

After an illustrious 35-year career in wealth management, Kevin Stapleton Pebble Beach retired to his dream home in Pebble Beach, California. His professional life started at IBM in sales and marketing right after graduating from university. He worked for IBM in Los Angeles for nearly five years before transitioning to financial services at A.G. Edwards. There, he established a prosperous money-management practice. He remained with the firm through its acquisition by Wachovia Securities and subsequent purchase by Wells Fargo, concluding his tenure after nine years at their Carmel, California office. He then founded Stapleton Wealth Management (SWM), where he served high-end clients for five years before retiring to enjoy life in Pebble Beach.