After a flourishing 35-year career in wealth management, Kevin Stapleton chose to retire in the picturesque Pebble Beach, California, where he had built his dream home. His career embarked immediately after university in sales and marketing with IBM in Los Angeles, where he spent nearly five years. He then transitioned to financial services with A.G. Edwards, establishing a successful money-management practice. He stayed with A.G. Edwards for 21 years through its acquisitions by Wachovia Securities and later Wells Fargo, where he continued to work for nine more years in Carmel, California. He concluded his career by founding Stapleton Wealth Management (SWM), serving high-end clients for five years before retiring.
At SWM, he provided a broad spectrum of bespoke services for high and ultra-net-worth individuals, including investment management, financial planning, tax planning, and risk management, among others. He focused on growing and protecting his clients' wealth, designing strategies tailored to their financial goals, and managing their investments based on individual risk tolerance and time horizons.
Born on August 30, 1959, in Chicago, Illinois, his early years took him from Phoenix, Arizona, to multiple Californian cities, finally settling in Stockton, where he completed high school and earned an AA degree from San Joaquin Delta College. He pursued further education at the University of the Pacific and then transferred to the University of Southern California (USC), where he earned a Bachelor of Science in Finance.
Now, he relishes retired life with his wife Linda and their two sons in Pebble Beach, a community renowned for its stunning landscapes and legendary golf courses. His hobbies include managing his finances, traveling, cooking, and enjoying the local golf courses. An avid baseball fan, he frequently visits Wrigley Field to support his beloved Chicago Cubs.
Kevin Scott Stapleton's dedication to his community is profound, demonstrated through his leadership of the IHELP program at his church and his involvement in local youth baseball. As a passionate member of the Rotary Club of Carmel, he contributes significantly to local charitable efforts, emphasizing his commitment to improving the lives of those in his community. His love for his community mirrors his storied career, marked by leadership and service.
