Ann Claire Lathem, FPQP®
Director – Private Client Group
Ann Claire joined SCS Financial as part of its acquisition of Edge Capital in 2025 and is a Director in the Private Client Group in our Tampa office.
Ann Claire’s primary focus is delivering exceptional service and support to clients and advisors at every stage of the wealth management journey. As a dedicated liaison with our custodians, she ensures efficient communication and coordination, facilitating seamless transitions for new clients while providing ongoing support to maintain strong relationships. Ann Claire also provides support in the financial planning process, working closely with advisors to align strategies and plans with client goals. Her commitment to excellence and attention to detail ensure a positive and productive experience for all.
Ann Clair has over 20 years of industry experience in operations, technology and trading. Prior to joining our firm, she was with an Atlanta-based asset manager. Ann Claire loves serving her clients and fellow team members at SCS.
She grew up in Birmingham, Alabama and earned her Bachelor of Arts degree in English from Davidson College.
Her passion is for the great outdoors and enjoys hiking, kayaking, and hunting for shells on the beach. Some of Ann Claire’s favorite spots are the John Muir Trail, Mount Le Conte, and Fort De Sota Park.
