Ann Claire Lathem, FPQP®

Director

Service & Operations

Tampa, FL

As a Director on the Client Service Solutions team, Ann Claire provides service and support to clients and advisors at every stage of their financial planning. As a liaison with clients’ custodians, CPAs, attorneys, and other professionals, she ensures clear communication and seamless coordination, facilitating smooth transitions for new clients and maintaining strong ongoing relationships. She also supports the financial planning process, working closely with advisors to align strategies with clients’ goals.

“I’m motivated by helping clients and teams achieve their goals with care, persistence, and integrity.” She is passionate about building strong connections with clients and colleagues, creating a foundation to be the trusted partner who executes solutions effectively. By staying focused on understanding client needs, she supports them in achieving both their financial and life objectives with confidence and clarity.

Experience

25+ years in the wealth management industry
Director at Edge Capital (acquired by SCS via acquisition in 2025)

Education & Credentials

B.A. in English, Davidson College
Financial Paraplanner Qualified Designation

Beyond SCS

Ann Claire has a passion for the outdoors, from hiking iconic trails in national parks to spending time on the water. Some of her favorite spots include the John Muir Trail in California and Mount Le Conte in the Great Smoky Mountains, as well as local favorites like Fort De Soto Park in Florida. When she’s not exploring, Ann Claire enjoys time with her husband and dogs, cooking, and engaging with her community through her local church.

Ann Claire Lathem, FPQP®

Experience

Education & Credentials

Beyond SCS

Latest Insights

Starting College on the Right Foot: Helping Your Student Build Financial Independence

Selling Your Business? How QSBS May Reduce or Eliminate Taxes for Startups

Macro & Markets Update: Q2 2026