About Ann S. Gluse, J.D., CTFA® AEP®
Ann is responsible for the overall delivery of Private Wealth products and solutions. She ensures that the Private Wealth group adheres to established policies and procedures, including compliance and risk management activities. Ann guides and monitors the Wealth Advisors on complex, non-routine issues related to client inquiries or requests as well as provides specialized expertise, technical advice and counsel on complex fiduciary issues.
Ann began her career in wealth management in 1990 in with a large regional bank where she worked until the completion of law school. After completing her J.D., Ann entered private law practice, focusing her practice in estate and wealth planning. She joined South State Bank in 2005 as Director of Fiduciary Services.
Ann is a past chair of the Probate, Estate Planning and Trust Law Section of the South Carolina Bar. She co-chaired the South Carolina Bar’s Probate Code Revision Committee Article 3, Part 8 review and also served as a co-chair on the South Carolina Bar Committee’s study and adoption of the Uniform Trust Code. Ann serves as an officer of the Columbia Estate Planning Council and is a past chair of the South Carolina Bankers Association Trust Committee.
Ann is active in community affairs and has most recently served as co-chair of the Heathwood Hall Episcopal School’s annual auction and co-chair of the 70th Trinity Cathedral Bazaar. She has served on the Executive Board of the Cultural Council of Richland and Lexington Counties and the Board of Directors of Girl Scouts of South Carolina – Mountains to Midlands Region. Ann is a 2003 graduate of Leadership Columbia and a sustaining member of the Junior League of Columbia. She is a 2016 Palmetto Center for Women honoree.
Ann and her husband, Eric, have one daughter and live in Columbia, South Carolina. You can see them often at the barn or at swim team events. They are active members of their church, Trinity Episcopal Cathedral.