Greg Stapleton
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Greg Stapleton Email & Phone Number

Associate Wealth Advisor at Epic Private Wealth
Location: Richland, Washington, United States 10 work roles 1 school
1 work email found @isoray.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@isoray.com
LinkedIn Profile matched
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Current company
Role
Associate Wealth Advisor
Location
Richland, Washington, United States
Company size

Who is Greg Stapleton? Overview

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Quick answer

Greg Stapleton is listed as Associate Wealth Advisor at Epic Private Wealth, a company with 16 employees, based in Richland, Washington, United States. AeroLeads shows a work email signal at isoray.com and a matched LinkedIn profile for Greg Stapleton.

Greg Stapleton previously worked as Investment Advisor Representative at Epic Private Wealth and Financial Analyst at Gesa Credit Union. Greg Stapleton holds Bachelor Of Science - Bs, Accounting And Finance from Brigham Young University - Idaho.

Company email context

Email format at Epic Private Wealth

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{first_initial}{last}@isoray.com
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AeroLeads found 1 current-domain work email signal for Greg Stapleton. Compare company email patterns before reaching out.

Profile bio

About Greg Stapleton

Experienced Investment Advisor Representative with a demonstrated history of client management, investment analysis, and creating professional Excel models. Strong knowledge of data and risk analysis and professionally skilled in creating diversified investment portfolios, directing client meetings, overseeing client accounts, building financial forecasting models in Excel, and analyzing tax and other financial documents.

Listed skills include Public Speaking, Bilingual Communications, Customer Service, Presentation Skills, and 15 others.

Current workplace

Greg Stapleton's current company

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Epic Private Wealth
Epic Private Wealth
Associate Wealth Advisor
1305 Fowler St,
Employees
16
AeroLeads page
10 roles

Greg Stapleton work experience

A career timeline built from the work history available for this profile.

Associate Wealth Advisor

Epic Private Wealth

Richland, WA, US

Financial Analyst

Richland, Washington, United States

Dec 2023 - May 2024

Staff Accountant

Richland/Kennewick/Pasco, Washington Area

I am responsible for all accounts payable and accounts receivable, as well as the annual 1099 reporting and processing, all reporting for Physician Payment Sunshine Act, and bank, credit card, and other account reconciliations. I am also a member of the leadership group of the first ever Diversity & Inclusion committee at Isoray. - Reducing accounts.

Oct 2019 - Dec 2021

Investment Advisor Representative

Richland/Kennewick/Pasco, Washington Area

As an associate, and later as an investment advisor representative, at Monson Wealth Management, I performed retirement analyses, directed client meetings, oversaw the account management of hundreds of clients, analyzed tax and other personal finance documents daily. I worked directly with our clients to develop and implement dynamic strategies that would.

Aug 2018 - Jun 2019

Intern

Epic Trust Investment Advisors Llc

Kennewick, WA

As an intern at Epic Trust, I was entrusted with creating the online platform for Epic Trust's training website, Velocity Advisor Training, that will be used to train new Epic Trust employees and will be sold to other financial advisers as a professional training course. I worked directly with the company president to create all content for the training.

Feb 2018 - Aug 2018

Manager Of Shuttle System

The Ivy Apartments

Rexburg, Idaho

I started at the Ivy apartments as a garbage collector, but was promoted various times, and within the first year that I was hired, the position of Shuttle Manager was created and I was asked to fill it. I am in charge of the day-to-day routines of a two-bus shuttle system for a private apartment complex with about 1,000 tenants. The buses ran for 10-13.

Apr 2015 - Dec 2017

Ceo

Simply Soft Ibc

Rexburg, Idaho

Simply Soft IBC Co. was a student-run startup company that sold various skin-care products. I started as a member of the Operations team where we refined the recipes for our products and refined production processes to cut labor time by 200%. I took a turn in the marketing department where our marketing campaign improved brand awareness by 12% on.

Jan 2017 - Apr 2017

Drive Test Examiner/Driving Instructor

Parkside Driving School

Richland/Kennewick/Pasco, Washington Area

I joined Parkside Driving School because of the excellent reputation in the community and because it provided the opportunity to see the inner workings of a small, profitable business while improving my customer service and professional skills such as presenting in front of groups and instructing hundreds of young men and women to drive. During my time at.

Jun 2013 - Mar 2015
1 education record

Greg Stapleton education

FAQ

Frequently asked questions about Greg Stapleton

Quick answers generated from the profile data available on this page.

What company does Greg Stapleton work for?

Greg Stapleton works for Epic Private Wealth.

What is Greg Stapleton's role at Epic Private Wealth?

Greg Stapleton is listed as Associate Wealth Advisor at Epic Private Wealth.

What is Greg Stapleton's email address?

AeroLeads has found 1 work email signal at @isoray.com for Greg Stapleton at Epic Private Wealth.

Where is Greg Stapleton based?

Greg Stapleton is based in Richland, Washington, United States while working with Epic Private Wealth.

What companies has Greg Stapleton worked for?

Greg Stapleton has worked for Epic Private Wealth, Gesa Credit Union, Hanford Mission Integration Solutions, Isoray, and Monson Wealth Management.

How can I contact Greg Stapleton?

You can use AeroLeads to view verified contact signals for Greg Stapleton at Epic Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Greg Stapleton attend?

Greg Stapleton holds Bachelor Of Science - Bs, Accounting And Finance from Brigham Young University - Idaho.

What skills is Greg Stapleton known for?

Greg Stapleton is listed with skills including Public Speaking, Bilingual Communications, Customer Service, Presentation Skills, Persuasive Presentations, Professional Driving, Driving Instruction, and Creative Writing.

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