PROFESSIONAL PROFILE

Lawrence B. Stumb, Jr., CFP
Vice President
Wealth Management Advisor

Since 1962 Larry has partnered with Merrill Lynch clients in navigating both bull and bear markets. His longevity in the industry provides invaluable insight to our team and our clients. As one of the team’s chief economists, he drives the analysis of domestic and global markets to maintain appropriate diversification within our clients’ portfolios. Larry focuses on estate and trust planning issues for families interested in the transfer of multi-generational wealth. As our senior partner, his passion is fully recognized when we are truly taking care of our clients.

Edgar W. Evins, CFP
Vice President
Wealth Management Advisor

Ed joined Merrill Lynch in 1986 and partnered with Larry in 1990. He develops customized financial solutions designed to meet the needs of each individual client. Ed takes pride in helping our clients organize their financial lives down to the smallest detail. Ed has earned the CFP ™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He has the intuition and understanding needed to cultivate lifelong relationships and build sophisticated financial strategies for growing families and baby boomers alike. He is the team’s lead in designing guaranteed income strategies and high-level planning for today’s retiree.

Thaddeus B. Corbin, CFM
Vice President
PIA Portfolio Manager

Thad joined Merrill Lynch in 1997 after graduating from The University of Kentucky. He partnered with Larry and Ed in 2001 to form the SEC Group. Thad leads the team in developing complex investment strategies and is responsible for managing our proprietary equity model. He has earned the prestigious designation of Portfolio Manager in the Personal Investment Advisory Program, which is accomplished only after a financial advisor meets strict requirements and maintains a high level of continuing education. As the team’s senior planning strategist, Thad actively monitors and manages portfolios for high net worth clients.

Julie Sandberg, CRPC
Financial Advisor

Julie is currently in her fourth year with Merrill Lynch. With a background in public accounting, she is primarily responsible for structuring tax-efficient wealth transfer and investment strategies. Julie is the team’s lead financial planner, utilizing the nationally recognized Monte Carlo simulation, a probabilistic planning method designed to help our clients recognize and implement long-term goals. She specializes in managing 401(k), profit sharing and pension plans for businesses of all sizes. Julie also directs our team’s business development and marketing platforms. Her attention to detail, objective approach and personal touch are invaluable resources for our team and our clients.

Lisa Hoffman
Senior Registered Client Associate

Lisa has 22 years of experience in the financial services industry, including 20 with Merrill Lynch. She joined the SEC Group in July of this year and is responsible for all areas of client service. As the senior associate on our team, Lisa drives book organization, maintenance and scheduling. She provides outstanding cohesive service to the SEC Group’s client base and priceless insight for our growing team. She holds the Series 7, 63 and 66 licenses. Her behind-the-scenes operational experience and mastery of Merrill Lynch systems has greatly strengthened our team’s ability to better serve our clients.

Lacey A. Renfro:
Registered Client Associate

Lacey joined Merrill Lynch in 2007 with significant banking, account management and customer service experience. Within twelve months she became fully registered and holds both the Series 7 and Series 66 licenses. She is responsible for book administration and marketing projects, partnering with Julie on branding, team development, and event planning. Lacey provides personalized service to each client and continuous support to each member of the team. She serves as the team’s document processor and handles all administrative or operational concerns.