← Meet the Team
Leesa Gilliam, CTFA, CEPA®
Regional Director
Leesa Gilliam is a Regional Director at Annex Wealth Management.
As Director of Business Development, Leesa helps nurture firm relationships and align Annex team efforts.
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.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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