Financial Services Lawyers for Maryland

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Meet some of our Maryland Financial Services Lawyers

Michael W. - Financial Services Lawyer in Maryland
View Michael
5.0 (2)
Member Since:
July 13, 2020

Michael W.

Attorney
Free Consultation
Columbia, MD
15 Yrs Experience
Licensed in MD
Georgetown University Law Center

Graduate of Georgetown Law (J.D. and LL.M in Taxation) Injury Claims Adjuster before law school for top insurer Eight plus years of legal experience Past roles: Associate at premier boutique law firm in the DC metro area Policy Associate at a large academic and research institution Solo Practice Areas of Expertise: Contracts Business Formation Trusts and Estates Demand Letters Entertainment Transactions

Recent  ContractsCounsel Client  Review:
5.0

"Michael was great to work with, professional and responsive. He hit the deadline and delivered the required document for me. Highly recommend both him and Contracts Counsel!"

Julian H. - Financial Services Lawyer in Maryland
View Julian
5.0 (4)
Member Since:
July 14, 2020

Julian H.

Business Attorney
Free Consultation
San Antonio, Texas
24 Yrs Experience
Licensed in MD
Howard University School of Law

I am a business attorney with years of experience advising individual entrepreneurs and small businesses on issues ranging from entity selection/formation to employment law compliance, to intellectual property protection and exploitation. I often act as General Counsel for my clients fulfilling the legal function as part of a team of managers. I look forward to learning more about your business and how I may be of assistance.

Recent  ContractsCounsel Client  Review:
5.0

"Julian was stellar - speedy and informative. Will absolutely hire him for future projects."

Roman V. - Financial Services Lawyer in Maryland
View Roman
5.0 (1)
Member Since:
July 10, 2021

Roman V.

Trademark Attorney
Free Consultation
Milwaukee, WI
12 Yrs Experience
Licensed in MD
Marquette University Law School

I'm an experienced trademark attorney and enjoy helping clients protect and grow their brand names through trademark registration and enforcement. I've worked with a wide variety of clients in different industries, including e-commerce, software as a service (SaaS), and consumer goods, to register trademarks for product names, logos, and slogans, both in the US and abroad.

Recent  ContractsCounsel Client  Review:
5.0

"Roman was very helpful and responsive in submitting my companies trademark."

Cecilia O. - Financial Services Lawyer in Maryland
View Cecilia
5.0 (1)
Member Since:
January 31, 2022

Cecilia O.

Contracts Attorney
Free Consultation
San Antonio
19 Yrs Experience
Licensed in MD CT
Ghana School of Law

With 15 years of extensive transactional/contracts experience reviewing and negotiating commercial contracts including a wide variety of purchase orders and contracts and non-disclosure agreements (NDA), I believe I can immediately contribute to the continued success of your team. I have been commended for a range of valuable skills—excellent contract management and contract administration, legal research, risk analysis, drafting and negotiations, and strategic thinking. I have worked as a legal consultant for 10+ years and I have reviewed over 7,500 contracts through this position. Contracts I have reviewed include but not limited to purchase orders, commercial and construction contracts, equipment rental agreements, non-disclosure, confidentiality, vendor agreements, service agreements, site access agreements, international agreements, request for proposals (RFP), bids and government contracts. These experiences have enabled me to master the ability to work independently and expeditiously to identify and assess issues and provide legally sound recommendations, consistent with good business practices. I have led teams (sales, insurance and management) to successfully negotiate contract terms with customers. Effective Communicator and Negotiator. I am a people person, and for the past 13 years, I have acquired excellent oral and written communication skills that enable me to interact and negotiate effectively with stakeholders at all levels. I am a self-starter with a strong work ethic. I have a high degree of resourcefulness, diligence, and dependability. Most important, I adapt to changing priorities quickly, thriving in an environment with high volume and short turnaround deadlines. My experience over the years allows me to transfer my skills to all types of contracts to meet the client’s needs. I am hopeful to provide similar legal expertise, effective contract administration and leadership to your organization. It would be a pleasure to meet within the next few weeks and discuss how my qualifications, experience, and capabilities will best fit the needs of your outfit.

Recent  ContractsCounsel Client  Review:
5.0

"Cecilia was great to work with. She had knowledge on our project and I would not hesitate to work with her again."

Michael T. - Financial Services Lawyer in Maryland
View Michael
5.0 (1)
Member Since:
June 13, 2022

Michael T.

Lawyer
Free Consultation
Fairfax, Virginia
36 Yrs Experience
Licensed in MD DC, VA
College of William and Mary

I have been in practice since 1990 and practice in D.C., Maryland, and Virginia. I am an experienced litigator and look forward to resolving your legal questions as efficiently as possible.

Recent  ContractsCounsel Client  Review:
5.0

"Easy to work with. Great communication. Helped steer us in the right direction to make sure we filed the right document for our needs."

Thomas G. - Financial Services Lawyer in Maryland
View Thomas
5.0 (2)
Member Since:
January 27, 2023

Thomas G.

Real Estate Attorney
Free Consultation
Chevy Chase, MD
24 Yrs Experience
Licensed in MD DC
University of Maryland School of Law

https://www.tgravelylaw.com/

Recent  ContractsCounsel Client  Review:
5.0

"Thomas was great to work with. He was easy to communicate with and helped ensure I got a fair contract for my commercial lease. I highly recommend Thomas to anyone."

O.T. W. - Financial Services Lawyer in Maryland
View O.T.
5.0 (1)
Member Since:
March 8, 2023

O.T. W.

Attorney
Free Consultation
Washington, DC
11 Yrs Experience
Licensed in MD NY
Texas Southern University - Thurgood Marshall School of Law

Hi, my name is O.T. and I own The Walker Collective, a law firm that caters to the contractual, intellectual property, and business formation needs of creative entrepreneurs and small business owners. I am licensed to practice in Maryland and New York.

Recent  ContractsCounsel Client  Review:
5.0

"O.T was very personable, knowledgable, and resourceful. Would definitely use her again!"

Max M. - Financial Services Lawyer in Maryland
View Max
4.9 (23)
Member Since:
July 12, 2021

Max M.

Business Attorney
Free Consultation
Baltimore, Maryland
19 Yrs Experience
Licensed in MD
Georgetown University Law Center

Business attorney with a focus on the health care sector, bringing Biglaw experience in multi-million dollar mergers and acquisitions, financings, and general corporate counsel work to the small firm space. I now help startups and growing companies access the same level of sophistication and strategic guidance typically reserved for large institutions.

Recent  ContractsCounsel Client  Review:
5.0

"Max was great! He put together a subcontract for us for our subconsultants. Really easy to work with."

Sara S. - Financial Services Lawyer in Maryland
View Sara
4.9 (154)
Member Since:
July 14, 2023

Sara S.

Attorney
Free Consultation
Washington, District of Columbia
6 Yrs Experience
Licensed in MD DC, PA
American University Washington College of Law

With over eleven years of intellectual property experience, I’m happy to work on your contract problem. I am very diligent and enjoy meeting tight deadlines. Drafting memoranda, business transactional documents, termination notices, demand letters, licenses and letter agreements are all in my wheelhouse! Working in a variety of fields, from construction to pharmaceutical, I enjoy resolving any disputes that come across my desk. I will prioritize your project, big or small. Please be ready and prepared with all relevant documentation so we can get started as soon as you click HIRE! Hourly rate projects will be billed hourly in accordance with the timesheet. Flat rate projects will be billed in segments. Choosing an hourly or flat rate is up to you. Absolutely no refunds.

Recent  ContractsCounsel Client  Review:
5.0

"Sara was very helpful with the matter and we will work with her again."

Sean D. - Financial Services Lawyer in Maryland
View Sean
Member Since:
January 26, 2021

Sean D.

Business Attorney
Free Consultation
Elkridge, Maryland
28 Yrs Experience
Licensed in MD
University of Maryland Francis King Carey School of Law

Accomplished and results-driven business attorney with extensive experience in commercial real estate / project finance, commercial transactions, and entity formations, that possesses a winning blend of subject matter expertise, skill in client relationship management, and practical experience. Leverages a unique mix of legal, strategic, and analytical expertise that consistently meets and surpasses client expectations. Specialties: Commercial Real Estate Law, Contract Negotiation, Entity Formation, Joint Ventures, Procurement, Lease/Buy/Sell Transactions, Business Consultations, Team Leadership, and Economic Development

Harrison K. - Financial Services Lawyer in Maryland
View Harrison
Member Since:
November 17, 2021

Harrison K.

Attorney and Executive
Free Consultation
Los Angeles
31 Yrs Experience
Licensed in MD CA
California Western School of Law

Harrison Kordestani is an executive with over twenty-five years experience in entertainment and media, energy, technologies, and start-ups. Mr. Kordestani has also developed a specialized legal and strategic consulting practice representing select entertainment, oil and gas, mortgage lending, and technology start-up clientele. He is also deeply passionate about new technologies and has also actively worked in building companies in the video-on-demand, wearable tech, information of things, demand prediction and app-marketing spaces. As an attorney, Mr. Kordestani's focus has been on transactional drafting and negotiation and providing ongoing legal counsel, corporate compliance, and contract interpretation to numerous private individuals as well as companies in varied fields.

Christopher M. - Financial Services Lawyer in Maryland
View Christopher
Member Since:
May 22, 2023

Christopher M.

Owner of The McKenna Law Group, LLC
Free Consultation
Frederick, Maryland
23 Yrs Experience
Licensed in MD VA
University of Richmond, TC Williams School of Law

Skilled and experienced business attorney with vast experience in a wide array of commercial contracts. Strong emphasis on the lodging and hospitality practice field, including real estate acquisition and disposition, management agreements, franchise agreements, design & construction contracting and finance.

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Financial Services Legal Questions and Answers

Financial Services

Loan Agreement

Ohio

Asked on Jun 1, 2025

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.

Answered Jun 25, 2025

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.

Read 1 attorney answer>

Financial Services

Investment Advisory Contract

California

Asked on Aug 11, 2024

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.

Answered Sep 10, 2024

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.

Read 1 attorney answer>
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I got 5 bids within 24h of posting my project. I choose the person who provided the most detailed and relevant intro letter, highlighting their experience relevant to my project. I am very satisfied with the outcome and quality of the two agreements that were produced, they actually far exceed my expectations.

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Clients Rate Lawyers 4.9 Stars
based on 20,080 reviews

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