Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a financial services firm in Sarasota, FL. FSI is known for its expertise in managing and preserving family wealth through various financial tools, including insurance, estate planning, and investment portfolios. Her approach emphasizes personalized financial advice that aligns with each client's goals, market conditions, and risk management strategies rather than simply promoting products.
With over 25 years in the financial industry, she has consistently prioritized her clients' success over generating transactional fees or commissions. This commitment has built a strong foundation of trust, ensuring that her decisions are always made with her client's best interests at heart.
She aims to provide high-net-worth clients with unbiased and independent financial advice, guiding them through the complexities of wealth management. She believes in offering personalized financial mentoring through clear, practical plans based on her extensive investment knowledge and financial advising experience, free from hidden agendas.
She excels in coaching individuals on building and preserving wealth for future generations. She uses financial instruments like asset protection trusts, wills, estate distribution planning, and tax-deferred insurance plans to safeguard family assets. Her approach to family wealth planning is practical and includes considerations for unexpected life events and long-term care needs.
First Security Investment minimizes clients' tax liabilities during their careers and retirement. This includes strategies like offsetting gains with losses and managing the timing and distribution of 401Ks and IRAs to optimize tax outcomes.
She and her team assess each client's unique situation to develop customized retirement income and distribution plans. These plans ensure future cash flows through strategic investment decisions, incorporating passive and active income sources, retirement savings plans, and comprehensive asset management.
Many of her clients have diverse portfolios that include investments, real estate, and cash holdings. FSI assists these families in determining the value of their estates and advises on tax-efficient ways to distribute these assets.
She holds several esteemed certifications: Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), along with Series 7, 63, and 65 securities registrations. Her roles include Committee Chair for the Women's Leadership Council in 2018 and Chair of the Boys and Girls Clubs of Sarasota & DeSoto Counties. She has been honored with numerous awards, including the AssetMark National Community Inspiration Award in 2017 and the 941 CEO Greater Goods Award in 2016.
Beyond her professional achievements, she is passionate about philanthropy. She dedicates her time and resources to various charitable organizations, particularly the Boys and Girls Clubs of Sarasota County,
