Billy Williams

Annise "Billy" Williams III is a dedicated financial professional, community leader, and co-founder of Legacy Tree Financial Group. A Denver native and proud graduate of Montbello High School (Class of 1999), Billy went on to study Economics and Communication at Colorado State University.

Billy began his professional career at Progressive Insurance, where he held roles in estimating, claims, and management over a 8-year span.

In 2016, he transitioned into financial services with New York Life, focusing on helping individuals and families build financial awareness and security. In 2020, Billy co-founded Legacy Tree Financial Group, a boutique firm offering holistic financial planning. In 2025, the firm joined Axiom Wealth Alliance, alongside TAG Advisors and Cambridge Investment Research, to expand its fiduciary services.

Billy is deeply committed to his community. He served five years with the NAACP Denver Branch, including three as First Vice President, and has been Treasurer of RMSER, a nonprofit supporting early childhood education, since 2016.

With a focus on integrity, education, and empowerment, Billy continues to guide clients toward achieving financial goals they never thought possible.