Keith Pillers, JD, CFP®, CIMA®,CPWA®Director of Wealth Management
Keith is responsible for Ackerman Capital Management’s wealth management and financial planning services. Keith uses his knowledge and experience in financial planning, estate planning, risk management, tax, asset management, and family dynamics to discern best courses of action for each client’s unique needs. Keith is licensed to practice law in Texas. Keith also holds the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®) designations.
Keith currently Chairs the Dallas Bar Association’s Media and Public Relations committee. He is the immediate past Chair of the Dallas Bar Association’s Publications committee and a member of the Law in Schools committee. In addition, he is a member of these Dallas Bar Association sections: Probate, Trusts & Estates, Family Law, Tax, Securities, Mergers & Acquisitions, and Employee Benefits/Executive Compensation.
Keith is also an active member of the Financial Planning Association of Dallas/Fort Worth, frequently speaking at their annual symposium.
Prior to joining Ackerman Capital Management in 2019, Keith worked in the private wealth divisions of two large banking institutions advising clients on a myriad of wealth management related matters and he practiced law, primarily in the areas of estate planning and family law.
Keith earned his Juris Doctor at Texas A&M School of Law and his B.A. in Economics and Finance from the University of Texas at Dallas.