Kevin Stapleton Pebble Beach
After a distinguished 35-year career in wealth management, Kevin Stapleton chose to retire to the scenic enclave of Pebble Beach, California, where he enjoys the comforts of his custom-built dream home. His professional journey commenced in sales and marketing at IBM immediately after college. Following a nearly five-year tenure at IBM's Los Angeles offices, he shifted his focus to the financial services sector, joining A.G. Edwards to establish a prosperous money-management practice.
His career at A.G. Edwards spanned 21 years, a period marked by significant changes in the brokerage industry. His journey continued through the firm's acquisitions, first by Wachovia Securities and then by Wells Fargo. He served at Wells Fargo's Carmel, California, branch for nine years before launching Wealth Management (SWM). At SWM, he catered to an elite clientele, providing specialized services for five years before retiring to the tranquil life he designed in Pebble Beach.
A Staple in Wealth Management, Financial Advice
In his role at Wealth Management, he provided an extensive array of personalized services to high-net-worth and ultra-high-net-worth individuals. His offerings included investment management, financial planning, tax planning, risk management, insurance planning, trust and estate planning, and legacy planning. As a wealth manager, he was pivotal in fostering the growth and protection of his clients' wealth, developing strategies tailored to their financial aspirations, and aligning investment decisions with their risk preferences and time horizons.
Additionally, he crafted detailed financial plans encompassing retirement planning, savings strategies for college, and preparation for other significant life milestones.
He employed tax-efficient strategies to mitigate the effects of local, state, and federal taxes over time for his clientele. Moreover, he ensured comprehensive protection against diverse risks by coordinating suitable health, disability, long-term care, life, umbrella, and property insurance coverages.
His clients also benefited from his seasoned insight in devising strategies for wealth transfer, enhancing the efficacy and reach of their charitable contributions.
The Early Years: From Chicago to Heading Out West
Born on August 30, 1959, in Chicago, Illinois, his early affinity for baseball and the Chicago Cubs began in his childhood. He moved around in his youth, living in Phoenix, Arizona, and in Sacramento and Stockton, California. He completed his high school education in Stockton and later obtained an AA degree from San Joaquin Delta College.
His academic journey continued at the University of the Pacific in Stockton, after which he transferred to the University of Southern California (USC), earning a Bachelor of Science degree with a concentration in Finance.
Retired Life: Kevin Stapleton
He resides with his wife Linda and their two sons, Grayson, 27, and Christian, 24, in Pebble Beach, a community famed for its stunning natural beauty and iconic golf courses, situated between Pacific Grove and Carmel-by-the-Sea. This locale is also known for hosting the prestigious AT&T Pebble Beach Pro-Am, a fixture since its move to Pebble Beach in 1946.
A Passion for Travel, Cooking, and Baseball (The Cubs)
He indulges in managing his finances, traveling, cooking, and golfing on Pebble Beach's renowned courses. An ardent baseball fan, he makes annual trips to Wrigley Field to support the Chicago Cubs. His interest in sports also extends to football, basketball, and hockey, where he follows the Chicago Bears, Bulls, and Blackhawks, maintaining his allegiance to his Chicago roots.
Community Is Everything to Kevin Scott Stapleton
Kevin Scott Stapleton's commitment to his Pebble Beach community is evident in his extensive volunteer work. He leads the IHELP program at his church, assisting men who are re-entering the workforce and community. Every Saturday, he dedicates time to feeding people experiencing homelessness at a local park and is actively involved in coaching and managing Carmel Youth Baseball. As a member of the Carmel Rotary Club, a 501c3 nonprofit organization, he and his colleagues are deeply committed to enhancing their community through charitable and financial endeavors.
His career at A.G. Edwards spanned 21 years, a period marked by significant changes in the brokerage industry. His journey continued through the firm's acquisitions, first by Wachovia Securities and then by Wells Fargo. He served at Wells Fargo's Carmel, California, branch for nine years before launching Wealth Management (SWM). At SWM, he catered to an elite clientele, providing specialized services for five years before retiring to the tranquil life he designed in Pebble Beach.
A Staple in Wealth Management, Financial Advice
In his role at Wealth Management, he provided an extensive array of personalized services to high-net-worth and ultra-high-net-worth individuals. His offerings included investment management, financial planning, tax planning, risk management, insurance planning, trust and estate planning, and legacy planning. As a wealth manager, he was pivotal in fostering the growth and protection of his clients' wealth, developing strategies tailored to their financial aspirations, and aligning investment decisions with their risk preferences and time horizons.
Additionally, he crafted detailed financial plans encompassing retirement planning, savings strategies for college, and preparation for other significant life milestones.
He employed tax-efficient strategies to mitigate the effects of local, state, and federal taxes over time for his clientele. Moreover, he ensured comprehensive protection against diverse risks by coordinating suitable health, disability, long-term care, life, umbrella, and property insurance coverages.
His clients also benefited from his seasoned insight in devising strategies for wealth transfer, enhancing the efficacy and reach of their charitable contributions.
The Early Years: From Chicago to Heading Out West
Born on August 30, 1959, in Chicago, Illinois, his early affinity for baseball and the Chicago Cubs began in his childhood. He moved around in his youth, living in Phoenix, Arizona, and in Sacramento and Stockton, California. He completed his high school education in Stockton and later obtained an AA degree from San Joaquin Delta College.
His academic journey continued at the University of the Pacific in Stockton, after which he transferred to the University of Southern California (USC), earning a Bachelor of Science degree with a concentration in Finance.
Retired Life: Kevin Stapleton
He resides with his wife Linda and their two sons, Grayson, 27, and Christian, 24, in Pebble Beach, a community famed for its stunning natural beauty and iconic golf courses, situated between Pacific Grove and Carmel-by-the-Sea. This locale is also known for hosting the prestigious AT&T Pebble Beach Pro-Am, a fixture since its move to Pebble Beach in 1946.
A Passion for Travel, Cooking, and Baseball (The Cubs)
He indulges in managing his finances, traveling, cooking, and golfing on Pebble Beach's renowned courses. An ardent baseball fan, he makes annual trips to Wrigley Field to support the Chicago Cubs. His interest in sports also extends to football, basketball, and hockey, where he follows the Chicago Bears, Bulls, and Blackhawks, maintaining his allegiance to his Chicago roots.
Community Is Everything to Kevin Scott Stapleton
Kevin Scott Stapleton's commitment to his Pebble Beach community is evident in his extensive volunteer work. He leads the IHELP program at his church, assisting men who are re-entering the workforce and community. Every Saturday, he dedicates time to feeding people experiencing homelessness at a local park and is actively involved in coaching and managing Carmel Youth Baseball. As a member of the Carmel Rotary Club, a 501c3 nonprofit organization, he and his colleagues are deeply committed to enhancing their community through charitable and financial endeavors.
