Jonna Keller is the visionary managing partner and owner of First Security Investment Inc. (FSI), a leading financial services and investment firm based in Sarasota, FL. The company is recognized for its expert handling and conservation of family wealth across various dimensions, including insurance, estate planning, and diversified investment portfolios. Her strategic approach to financial advising is centered around crafting tailored financial solutions that are attuned to her client's individual goals and needs rather than pushing generic financial products.
For over a quarter of a century, she has embraced a client-first philosophy that eschews typical transactional fees and sales commissions in favor of actions that genuinely benefit her clients. This commitment has been pivotal in fostering long-lasting trust and partnerships with her clientele.
She provides her clients, particularly those with significant assets, with honest and independent financial advice, helping them understand and navigate the complexities of building and sustaining wealth. Her personalized financial planning services are informed by her extensive background in investment strategy and deep financial advisory experience, delivered without any hidden motives.
AREAS OF EXPERTISE
Strategic Family Wealth Preservation: She is proficient in designing effective strategies for the growth and protection of family wealth. She employs advanced financial tools such as trusts, wills, and estate planning, all tailored to secure her client's financial futures against potential unpredictabilities.
Tax Optimization—Her leadership at FSI encompasses a proactive approach to minimizing clients' tax obligations throughout their careers and into retirement, incorporating strategies to balance tax impacts across various investment activities.
Retirement Strategy—She collaborates closely with each client to formulate a retirement plan that optimizes income distribution to support a comfortable and sustainable post-career lifestyle, integrating both passive and active income strategies.
Comprehensive Estate Planning: She assists her clients in evaluating and managing their extensive asset portfolios, ensuring their estates are appraised accurately and that succession plans are set to minimize tax liabilities.
ACCOMPLISHMENTS
· Accredited Investment Fiduciary,AIF®, Chartered Retirement Planning Counselor, CRPC® with Series 7, 63,and 65 securities registration
· Committee Chair for the Women’sLeadership Council 2018
· AssetMark National CommunityInspiration Award 2017
· Invest In Others CharitableFoundation National Honoree 2017
· 941 CEO Greater Goods Award 2016
· 941 Women of Influence 2016
· 2016 Finalist in Women in BusinessInitiative 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 ofT.R.E.K. (Tech Readers Enrich Kids)
· Chair of Women In A Changing World
·City of Sarasota Mayor’s Citation2002
PHILANTHROPIC COMMITMENTS
Beyond her professional realm, she is deeply involved in philanthropy, significantly contributing to local and national charitable organizations. She has a special connection with the Boys and Girls Clubs of Sarasota County and has received numerous accolades for her community service efforts, including ABC’s “7 Who Care” award.
PERSONAL LIFE
In her personal life, she values the time she spends with her family and friends, which provides a necessary balance to her demanding career. She enjoys exploring new places, engaging in physical activities, cooking, and making the most of the local seafood and produce available in her coastal community.
Dedicated and insightful, she continues to lead her firm with a focus on ethical practices and client-centered service, ensuring her client's financial affairs are handled with the utmost care and expertise.
