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.