Leesa Gilliam

Leesa Gilliam is a Regional Director at Annex Wealth Management.

As Regional Director, Leesa leads the Wealth Advisor team, driving growth through relationship-based business development, strategic leadership, and collaboration across markets. She oversees advisor performance, coaching, and alignment with firm initiatives, ensuring that each client experience reflects Annex’s commitment to trust, excellence, and comprehensive financial guidance.

Leesa earned her Bachelor of Business Communication from Metropolitan State University in Minneapolis, MN. She is a Certified Trust and Financial Advisor (CTFA) and Certified Exit Planning Advisor (CEPA).

Prior to joining Annex Wealth Management, Leesa was a Senior Relationship Strategist at a major private banking firm.

Leesa enjoys time with family, motorcycling and creating art using conventional and unconventional materials.