About
Kevin Stapleton of Pebble Beach capped off a stellar 35-year career in wealth management by retiring to his dream home in California. He launched his career at IBM in sales and marketing immediately after university, spending nearly five years in Los Angeles before pivoting to financial services at A.G. Edwards. Here, he cultivated a thriving money-management practice over 21 years, remaining through the company's transitions to Wachovia Securities and eventually Wells Fargo. He spent his last nine years in the industry at Wells Fargo's Carmel office before founding Stapleton Wealth Management (SWM). He ran SWM for five years, serving a clientele of high-end investors, before retiring to enjoy life in Pebble Beach.