Katherine Gordon "Kate" Maynard

Banks and other financial institutions rely on Jason Solomon’s strategic advice on a wide variety of financing transactions. He has extensive experience in representing corporate trustees, administrative agents, and other service providers in connection with a vast range of financial transactions. Jason is the partner-in-charge of the Charlotte office. He focuses his practice on the representation of trustees and agents in financial transactions and related litigation, bankruptcies, and...

Janice L. Davies is the Founder of Davies Law PLLC in Charlotte, North Carolina. Ms. Davies’ practice areas include tax, wealth transfer and business succession planning for individuals and closely held businesses and probate and administration of estates and trusts. She received her B.S. degree from Pfeiffer University; her J.D. degree, law review , from Campbell University, Norman Adrian Wiggins School of Law; and her LL.M. degree in Estate Planning from the University of Miami School...

Neil Bloomfield advises financial services firms on their engagements with government authorities. Neil’s matters primarily fall into two categories—advising institutions on regulatory compliance issues and conducting investigations in response to issues raised internally or by a government authority. Neil regularly represents clients with responses to inquiries by Federal (e.g. CFTC, OCC, FRB, SEC, IRS, DOJ, and various U.S. Attorney's offices and Congressional Commissioners), St...

Stacie Knight is a top attorney recognized by Best Lawyers in the practice area(s) of Commercial Litigation. Stacie, who practices law in Charlotte, North Carolina, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Stacie is held by other top lawyers in the same geographic and legal practice area.

Tom Mitchell has served as Managing Partner and Chair of the Management Committee since 2018 and is a nationally recognized finance lawyer with over 30 years of experience representing financial institutions. Tom serves in multiple leadership positions at the firm, including as Managing Partner, Chair of the Management Committee, and Chair of the Strategic Planning Committee. He is also an active member of the firm’s Inclusion & Belonging Committee. Tom served previously as head of ...

David Walls has extensive experience representing banks, lenders, agents and other financial institutions in workout transactions, restructurings and large corporate bankruptcies. He also has experience in structuring and documenting complex syndicated lending transactions. David has been admitted to practice in various bankruptcy courts and federal district courts throughout the United States. His client services include: Defense of avoidance actions Representation of secured creditors in wo...

Jill Morris Bustamante is a top attorney recognized by Best Lawyers in the practice area(s) of Real Estate Law. Jill Morris, who practices law in Charlotte, North Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jill Morris is held by other top lawyers in the same geographic and legal practice area.

Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also empl...

David L. Levy is a top attorney recognized by Best Lawyers in the practice area(s) of Construction Law. David L., who practices law in Charlotte, North Carolina, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which David L. is held by other top lawyers in the same geographic and legal practice area.

Jerry H. Walters, Jr. is a top attorney recognized by Best Lawyers in the practice area(s) of Employment Law - Management and Labor Law - Management. Jerry H., who practices law in Charlotte, North Carolina, has been recognized since 2018. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jerry H. is held by other top lawyers in the same geographic and legal practice area.