Jonna Keller

Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (F.S.I.), an investment and financial services firm located in Sarasota, FL. The firm focuses on managing and preserving family wealth through financial solutions including insurance, estate planning, and portfolio investments. Her role as a financial advisor is centered on providing personalized financial guidance and services tailored to each client’s goals, financial situation, market conditions, economic factors, and risk management needs. Her objective is not to sell products but to provide thoughtful advice designed around long-term financial goals.

 

For more than 25 years, Jonna has remained committed to a client-first approach that places success and trust above transaction-based fees or sales commissions. Her dedication to this philosophy helps ensure that financial decisions are made with careful consideration of each client’s interests and future needs.

 

Keller provides high-net-worth clients with an independent financial perspective while helping them navigate the challenges of wealth management. She believes effective financial mentoring requires a personalized, understandable financial plan built on investment knowledge, experience, and a clear understanding of each client’s objectives.

 

EXPERTISE

 

Family Wealth Planning

 

Jonna helps individuals develop strategies to build and protect wealth for future generations. Her work includes guidance related to asset protection trusts, will creation, estate distribution planning, and tax-deferred insurance plans. She takes a practical approach to family wealth planning by considering unexpected life situations and long-term care needs that may affect financial security.

 

Tax Reduction Planning

 

The firm helps clients manage their tax responsibilities throughout their careers and into retirement. This includes strategies such as offsetting gains with losses, reviewing the timing and distribution of 401(k)s and IRAs, and helping clients understand future tax considerations by distinguishing between long-term and short-term capital gains.

 

Retirement Income Planning

 

Jonna and her team review each client’s financial circumstances to develop retirement income and distribution plans designed to support future cash flow needs. She uses strategic investment approaches that may include passive and active income sources, retirement savings plans, and asset management strategies.

 

Estate Planning

 

Many clients have a variety of financial assets, including investments, real estate holdings, and cash. The firm helps families understand the value of their estates and guides them in distributing assets while considering potential tax implications.

 

ACCOMPLISHMENTS

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• 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, A.B.C. 7 News “Seven Who Care” Ceremony

• Beverly Burton, New Board Member of the Year, Boys & Girls Clubs of 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

 

PHILANTHROPY

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Jonna Keller is committed to helping clients maintain progress toward their financial goals through comprehensive planning. Beyond her professional work, she dedicates time, energy, and resources to charitable organizations and community initiatives.

 

She has shown strong support for the Boys and Girls Clubs of Sarasota County and received the Beverly Burton New Board/Council Member of the Year Award in recognition of her dedication to the organization. Her community involvement has included many hours of volunteer service, which contributed to receiving A.B.C.’s “7 Who Care” award.

 

Keller also supports organizations such as Howard University, All Faiths Food Bank, and the Gamma Xi Boule Foundation. She encourages clients and professional partners to contribute to community causes that help create opportunities, especially for underserved youth through education and development programs.

 

She has participated in fundraising efforts that have helped raise hundreds of thousands of dollars for charitable organizations. Her support has focused on groups that encourage appreciation for art and culture among young people, including Westcoast Black Theatre Troupe, Gulf Coast Community Choir, Asolo Rep Theatre, Sarasota Pops Orchestra, and Embracing Our Differences. The organization promotes individuality and shared humanity through art and education.

 

PERSONAL LIFE

 

Keller values time spent with family and friends, which provides balance alongside the responsibilities of managing financial decisions and supporting clients’ financial futures. She enjoys traveling, exercising, and cooking, while making the most of coastal seafood and local produce.

 

Jonna Keller continues to focus on providing personalized financial guidance, maintaining strong client relationships, and supporting charitable efforts that contribute to the communities around her.