Jonna Keller


Jonna Keller is the entrepreneurial Managing Partner and Owner of First Security Investment Inc. (FSI), situated in Sarasota, FL. FSI is acclaimed for its proficient stewardship of family wealth and providing services, including insurance, estate planning, and various investment options. Her business philosophy deviates from traditional sales-driven approaches, focusing instead on crafting personalized financial solutions that resonate with her client's specific goals and circumstances.

Over the past 25 years, she has championed a client-first approach that transcends traditional fee-based or commission-centric business models. Her dedication to prioritizing her client's best interests has nurtured deep trust and reliability, which are cornerstones of her professional relationships.

She offers her wealthy clientele straightforward, unbiased financial advice, aiding them through asset management and wealth accumulation complexities. Her personalized financial plans are devised from her rich experience in the sector, offering clarity and straightforward guidance devoid of any concealed agendas.

SPECIALTIES

Family Wealth Preservation:   She is highly skilled in formulating strategies that grow and protect family wealth. She utilizes a range of financial instruments, including trusts, wills, and comprehensive estate plans, to ensure her clients' legacies are well-protected and planned for any eventualities.

Tax Efficiency Planning—Leading the charge at FSI, Keller is instrumental in reducing her clients' tax liabilities and optimizing tax impacts through strategic financial planning during their careers and retirement.

Retirement Strategy Formulation:  She crafts tailored retirement plans that ensure her client's financial security, utilizing diverse investment and income strategies to support a stable and secure retirement.

Legacy and Estate Planning:  She provides meticulous estate planning services, helping her clients manage and distribute their wealth tax-efficiently while ensuring their financial legacies are secured.

ACCOMPLISHMENTS
  • Accredited Investment Fiduciary, AIF®, Chartered Retirement Planning Counselor, CRPC®  with Series 7, 63, and 65 securities registration
  • Committee Chair for the Women’s Leadership Council 2018
  • AssetMark National Community Inspiration Award 2017
  • Invest In Others Charitable Foundation National Honoree 2017
  • 941 CEO Greater Goods Award 2016
  • 941 Women of Influence 2016
  • 2016 Finalist in Women in Business Initiative Leadership Circle Ambassador
  • Chair of Boys And Girls Clubs of Sarasota & DeSoto Counties 
  • 2015 Honoree,  ABC 7 News “Seven Who Care” Ceremony
  • Beverly Burton New Board Member of the Year, Boys & Girls Clubs Florida 2015
  • 2013 Panel Member and Speaker at the U.S. National Committee for U.N. Women
  • Vice President and Board Member of T.R.E.K. (Tech Readers Enrich Kids)
  • Chair of Women In A Changing World
  • City of Sarasota Mayor’s Citation 2002


PHILANTHROPIC EFFORTS

Her philanthropic spirit manifests in her extensive involvement with charitable organizations, notably the Boys and Girls Clubs of Sarasota County. This has led to numerous accolades for her community service, including ABC's "7 Who Care" award.

PERSONAL INTERESTS

Away from her busy career, she enjoys the tranquility of quality time spent with her family and friends. She is also an avid traveler and fitness enthusiast and enjoys culinary exploration, particularly with her coastal environment's fresh local seafood and produce.
Jonna Keller's unwavering commitment to ethical practices and client-focused service ensures that she remains a trusted advisor in the financial services industry. She continually ensures that her client's financial and personal needs are met with integrity and expertise.​