Financial Services Lawyers for Clearwater, Florida
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Meet some of our Clearwater Financial Services Lawyers
Lori B.
With over 30 years of legal experience, I can assist your legal needs -promptly and professionally. I am a business, contract and real estate lawyer with extensive experience in company formation, sale of businesses, business purchase and sale transactions, commercial and residential leases, employment and the sale of real property. I also have 30 years of experience in family law matters.
"Lori reviewed our Terms of Use, Privacy Policy and investment disclaimer thoroughly and ahead of schedule. She delivered clear redlines and a summary memo, and answered our follow-up questions with practical, well-reasoned advice. Highly recommended."
Alexander M.
Broad area practice including Business (domestic & international), IP, Employment, Family Law, Administrative, etc. My focus is a direct, no-BS approach with fast turn around times on completed work.
"Alexander was amazing! he answered all of our questions, and he did the reviews in a very promptly manner."
Tanasia T.
Tanasia is a licensed, Florida barred, attorney with diverse professional experience in the fields of family law, dependency, business formation, and debtor/creditor rights. After finding that many legal issues don't exist in isolation, Tanasia founded Trotter Law in 2025 to bridge her experience and provide a holistic approach to her client's unique needs. Tanasia is committed to providing solution-focused legal counsel with compassion. She is a partner and teammate while working with individuals, families, and businesses to achieve their goals. Whether embarking on new ventures or facing legal challenges, she is committed to guiding her clients with the support, knowledge, and direction needed to make informed decisions and ensure the most successful outcome.
"Tanasia did an excellent job. She was very responsive, took the time to explain everything clearly, and answered all questions with patience and professionalism. Highly recommend."
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Edward B.
When the pressure mounts and the outcome matters most, Edward L. Blair IV doesn’t just step up—he dominates. As a formidable Florida-based attorney, Mr. Blair commands every case with the unshakable focus of a warrior and the calculated precision of a master strategist. His expertise in drafting pleadings, motions, and contracts transforms legal writing into a sharp-edged instrument—an arsenal of language wielded with power and purpose. Edward L. Blair IV is not just an attorney—he’s a lionhearted force of advocacy. Every case is a mission, and every client is a cause worth fighting for. His strategic legal insight doesn’t just navigate complexity—it crushes confusion, eliminates doubt, and clears the path to victory. Respected by clients and relentless in pursuit of justice, he approaches each legal battle as a personal crusade. When you choose Blair Legal Solutions LLC, you gain more than representation—you gain a relentless ally. Your battle becomes his, and he won’t rest until the job is done.
"Edward was excellent to work with. He explained everything clearly, delivered the trust package on schedule, and made the entire process smooth and stress‑free. The documents were well‑prepared and exactly what I needed. I truly appreciate his professionalism and care. Definitely a 5‑star experience."
October 8, 2024
Benjamin D.
Benjamin I. Dach, Ph.D., Esq. is an accomplished patent attorney with extensive experience across multiple fields, including intellectual property (IP) litigation, counseling, and prosecution, spanning copyrights, trademarks, and patents. Prior to Weiss & Arons LLP, Benjamin worked at several prestigious law firms, including Quinn Emanuel LLP, WilmerHale LLP, Loeb & Loeb LLP, and Haug Partners LLP. During his decade-plus of legal work experience, Benjamin has litigated several pharmaceutical patent cases involving drugs such as Lialda, Vyvanse, Intuniv, Oxtellar XR, Pomalyst, Revlimid, and Cabometyx. Benjamin has also drafted and prosecuted dozens of patent applications, and counseled clients on IP relating to biological drugs, messenger ribonucleic acid (mRNA) vaccines, and clustered randomly interspaced palindromic repeats (CRISPR). Benjamin earned his Ph.D. in chemistry from Columbia University, where his research focused on solid-phase polymer synthesis on silicon wafers and silica nanoparticles, with applications in drug delivery, solar energy, and semiconductors. His thesis, titled "Designer Polymer Superstructures from Solid Phase 'Click' Chemistry," highlights his expertise in the field. In addition to his scientific background, Benjamin also holds a J.D. from Fordham Law School, with a concentration in intellectual property and information law. Benjamin leverages his technical and legal backgrounds to maximize the value of his clients' IP portfolios. His strong commitment to science and law has made him a highly sought-after attorney in the areas of copyright, trademark, and patent law. Rated by Super Lawyers, Benjamin was selected to Rising Stars in Law. He is admitted to practice law in Florida, New York, New Jersey, and before the United States Patent and Trademark Office.
March 10, 2025
Jorge G.
Transactional and litigation real estate attorney for over 25+ years. Other areas of practice include family law, probate and general civil litigation.
March 4, 2025
Edward M.
Attorney who focuses on all sorts of civil disputes.
March 13, 2025
Naisleth R.
I am a passionate and committed business, compliance, commercial and transactional attorney with ample experience in the areas of corporate governance, compliance and regulatory work. I bring more than 7 years of in-house experience within the telecom, healthcare and technology industry.
April 18, 2025
Miguel P.
I am an experienced transactional attorney specializing in business contracts, real estate transactions, and real estate title work.
Cory B.
Over 10 years as a practicing attorney. Experience in both transactional and litigation matters, with a strong focus on commercial and residential real estate, contract law, business law, estate planning, and probate. Proven success in managing complex legal matters such as title disputes, real estate transactions, business and property acquisitions and sales, due diligence, property management, commercial leasing, evictions, probate disputes, and estate planning. Known for exceptional written and verbal communication, sound judgment, and the ability to guide clients through intricate and high-pressure situations. Ability to analyze and resolve issues efficiently and effectively with a strong focus on client relations and efficient resolution of legal matters.
July 18, 2025
Connor F.
Connor was born and raised in Coney Island, Brooklyn. He moved to Florida in 2017 after graduating from Brooklyn College with a Degree in Philosophy and Law. He continued his legal studies a at Nova Law School, where he graduated Magna Cum Laude and in the top 10% of his class. While in law school, Connor was an active member of the Nova Trial Team, and he received awards for his litigation and trial advocacy skills. Connor is a skilled litigator and trial attorney. He is known for his public oration skills and conversational courtroom presence. He has both criminal and civil trial experience, and enjoys telling his clients’ stories to the jury to bring about justice. Guided by his deep belief in God, Connor always pursues the most professional and ethical outcome for his clients. He is zealous, scrappy, and tough. He is calm and sensible, yet relentless. When he’s not in the courtroom, Connor is an active member of the community and an experienced musician. He has received numerous achievements for his skills, abilities, and techniques as a harmonica player. He lives in Lake Worth, Florida with his wife, Jen, and their son, Ezekiel.
Brad A.
Brad Adams is the founder of Adams Outside GC, PLLC, a legal consulting firm providing fractional General Counsel services to businesses across Florida, Alabama, and Georgia. With more than 25 years of legal experience, Brad offers practical, business-minded legal support to help companies navigate complex legal issues, minimize risk, and focus on growth. Brad’s practice spans both business law and employment law, with a focus on delivering real-world solutions tailored to each client’s needs. He regularly advises companies on legal compliance, drafts and negotiates contracts, supports clients with collections and dispute resolution, and helps businesses manage day-to-day legal and HR matters. His employment law experience includes drafting policies and agreements, conducting internal investigations, delivering compliance training, guiding employers through regulatory challenges and responding to administrative complaints. Brad has represented employers of all sizes—ranging from startups to Fortune 500 companies—in a wide variety of industries, including construction, manufacturing, retail, healthcare, hospitality, solar energy, and technology. In addition to this broad experience, Brad has developed significant expertise in worker classification issues, particularly in the gig economy. He has worked with businesses using independent contractor models to help them navigate the legal and operational complexities unique to non-traditional workforces. Brad’s guidance helps clients reduce misclassification risk and design more sustainable, compliant contractor arrangements that support operational flexibility. His published work on this topic has appeared in Bloomberg Law’s Daily Labor Report, and he is a valuable resource for companies working within this rapidly evolving space. Prior to founding Adams Outside GC, Brad served as General Counsel for Meraki Installers LLC, where he managed the company’s legal, compliance, and HR functions. He previously practiced at top national and regional law firms, including Littler Mendelson, P.C., where he spent over a decade focusing exclusively on employment law as both an associate and shareholder. Earlier in his career, he worked in the Atlanta office of Powell Goldstein LLP (now Bryan Cave Leighton Paisner) and the Mobile, Alabama office of McDowell Knight Roedder & Sledge, LLC. Prior to joining Meraki, Brad worked in the Pensacola, Florida office of Emmanuel, Sheppard & Condon. Brad is licensed in Florida, Alabama, and Georgia, and was a Board-Certified Specialist in Labor and Employment Law through the Florida Bar from June 2021 through May 2026. He earned his J.D. with honors from the University of Florida Levin College of Law, where he was recognized for excellence in legal writing. He also holds a B.A. with honors and distinction from the University of the South (Sewanee). Brad is a speaker and published author on employment law topics and compliance strategy, contributing to Bloomberg Law, LexisNexis, and regional HR and legal conferences. For additional information, please visit adamsoutsidegc.com
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Browse Lawyers NowFinancial Services Legal Questions and Answers
Financial Services
Loan Agreement
Ohio
Can a lender change the terms of a loan agreement without my consent?
I recently entered into a loan agreement with a lender to borrow funds for a business expansion project. However, I have received a notice from the lender stating that they intend to change certain terms of the loan agreement, such as increasing the interest rate and extending the repayment period, without seeking my consent. I am concerned about the legality of such changes and the impact they may have on my business.
Gary S.
Generally no, a lender cannot unilaterally change the terms of a loan agreement without the borrower's consent. Loan agreements are binding contracts, and any modification to the terms (such as interest rate, repayment schedule, or collateral requirements) typically requires both parties to agree to the change. However, depending on the agreement's terms and the type of loan, there are some nuanced exceptions. Some loan agreements permit changes without borrower consent, such as variable rate provisions, default provisions (allowing changes if borrower is in default), or loan servicing clauses (ex. payment instructions can usually be modified unilaterally). However, in each case, these rights to modify the terms must be clearly stated in the loan agreement, and if the agreement is silent, the lender cannot change the terms without the consent of the borrower. The information provided in this response is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by this communication. For advice specific to your situation, please seek legal counsel.
Financial Services
Investment Advisory Contract
California
Can an investment advisory contract be terminated by the client if they are dissatisfied with the services provided?
I am seeking legal advice regarding an investment advisory contract that I have signed with a financial advisor. I have been dissatisfied with the services provided so far, as the advisor has not been transparent about their fees and has made poor investment decisions. I want to know if I have the right to terminate the contract and what the potential consequences or obligations might be if I do so.
Jonathan W.
Generally speaking and without seeing the contract, there are usually two ways to get out of contract - (i) under the terms of the agreement or (ii) breaching the contract. First, without a breach of the agreement to determine whether you can do this you need to review the contract to see if there are service levels, promised returns, or other commitments that the IA is not meeting. Then you need to look at the section on termination in the contract and see if their failure to fulfill their obligations is covered and what the process is for termination, i.e. is there a breach cure period, is there a dispute resolution provisions, any penalty/fee for early termination and what are the notice provisions. The other way is to Breach the contract which would be stopping performing your obligations under it which I would assume without seeing it are likely just payment of fees. The potential consequences of breaching a contract could include lawsuits, financial penalties, and damage to your reputation. Also before resorting to breaching the contract, I would suggest exploring negotiation with the Investment Advisor as they may be willing to amend the terms or agree to an early termination. I will also add, in any event, you should be keeping a detailed record of all communications with the Investment Advisor, especially if there are performance issues or disputes. This documentation can be crucial if legal action becomes necessary.
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