Keith M. Gillies*, CFP®, CLU, ChFC
Managing Partner (WS,LLC)
Keith M Gillies, CFP®, is the Managing Principal of Wealth Solutions, LLC and The Pension Center, LLC, and co-founder of United Wealth Advisors Group, LLC, where he serves as Chief Executive Officer. He began his career as a financial advisor in 1981 with a commitment to providing advice and strategies to individuals, professionals and business owners to help them achieve their personal, business and charitable goals.
Keith is an honor graduate of Tulane University’s A. B. Freeman School of Business with a M.B.A. and of the University of New Orleans with a B.A. in Political Science. He is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.
Keith is a Registered Representative and Investment Advisor Representative with Ameritas Investment Company, LLC*., . He is a leading representative of the Ameritas group of companies. Keith served many years in field including chairing the Broker-Dealer Task Force and as Chair of the prestigious Ameritas Field Advisory Cabinet, an elected team of advisors who work directly with the Ameritas senior leadership to shape strategies and product development. In 2013, Keith was named the Lester A. Rosen Humanitarian Award recipient for his service to his community, profession, and to the greater Ameritas family. In 2016, Keith was inducted into the Ameritas Hall of Fame.
Keith is very active in his community, church and the financial services profession. For over twenty years, Keith chaired the St. John the Baptist Parish (County) Planning and Zoning Commission. He also chaired the St. John the Baptist Parish Select Presidential Advisory Committee for Finance. Keith served the St. Joan of Arc Catholic Community by chairing the Pastoral Finance Committee for seven years and he served as the basketball program coordinator and coach for sixteen years. In 2013, Keith was awarded the Distinguished Service Award by St. Joan of Arc, the highest of all lay honors.
Professionally, Keith currently serves as the Immediate Past-President of the National Association of Insurance and Financial Advisors, NAIFA. Prior to joining the NAIFA National Executive Committee, Keith was elected to two consecutive two-year terms to the National Board of Trustees. He is past-president of both greater NAIFA-Greater New Orleans and NAIFA-Louisiana. His honors include NAIFA-Greater New Orleans Member of the Year in 1997; NAIFA-Louisiana’s President’s Award in 2004; and NAIFA-Louisiana’s Arthur Abramson Member of the Year Award in 2007. He is also a life and qualifying member of the most prestigious financial services organization in the world, the Million Dollar Round Table with status as a Top of the Table member.
A lifelong resident of the greater New Orleans area, Keith currently resides in New Orleans, Louisiana with his wife, Cindy. They have five children. He enjoys reading, golf, cycling, traveling with his friends and family.