Kevin Stapleton Pebble Beach

After a fulfilling 35-year career in wealth management, Kevin Stapleton settled into retirement in Pebble Beach, California, in a home he designed. His professional journey in sales and marketing at IBM began immediately after graduating from university. After nearly five years with IBM in Los Angeles, he shifted his focus to financial services, joining A.G. Edwards and establishing a successful money-management practice. He spent 21 years at A.G. Edwards, a firm with a longstanding reputation in the brokerage industry, until Wachovia Securities and Wells Fargo acquired it. Following these transitions, he continued his career at Wells Fargo for nine years in their Carmel, California office. He then founded Stapleton Wealth Management (SWM), where he serviced a select clientele of high-net-worth individuals for five years before retiring to the life he envisioned in Pebble Beach.