Jonna Keller • United States of America

Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a financial services firm based in Sarasota, FL. Specializing in family wealth management, FSI offers a range of services, including insurance, estate planning, and investment management. She emphasizes personalized financial advice tailored to each client's specific goals, market conditions, and risk-management needs, rather than product sales.

With over 25 years in the financial industry, she has always prioritized her clients' success over transaction fees or commissions. This unwavering dedication has built a foundation of trust, ensuring her decisions are made with her client's best interests in mind.

She provides high-net-worth clients with independent, unbiased financial advice, guiding them through the complexities of wealth management. Based on her extensive knowledge and experience, she believes in creating clear and practical financial plans, ensuring transparency, and avoiding hidden agendas.

Jonna Keller excels in advising individuals on strategies to build and preserve wealth for future generations. She employs asset protection trusts, wills, estate distribution planning, and tax-deferred insurance plans to protect family assets. Her approach to family wealth planning is practical, taking into account unexpected life events and long-term care needs.

First Security Investment minimizes clients' tax liabilities during their careers and retirement. This involves strategies such as offsetting gains with losses and managing the timing and distribution of 401 (k) s 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 by making strategic investment decisions that incorporate passive and active income sources, retirement savings plans, and comprehensive asset management.

Her clients have diverse portfolios, including investments, real estate, and cash holdings. FSI assists these families in determining the value of their estates and advises on tax-efficient asset distribution.

She holds several esteemed certifications, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), as well as Series 7, 63, and 65 securities registrations. Her roles include serving as Committee Chair for the Women's Leadership Council in 2018 and as 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 deeply committed to philanthropy. She dedicates her time and resources to various charitable organizations, particularly the Boys and Girls Clubs of Sarasota County, where her dedication earned her the Beverly Burton New Board/Council Member of the Year Award. ABC's "7 Who Care" award has also recognized her volunteer work.

She actively engages clients and industry partners to support local causes, including Howard University, All Faiths Food Bank, and the Gamma Xi Boule Foundation. She is skilled in fundraising, helping to raise significant funds for charities that promote art and culture among young people, including the Westcoast Black Theatre Troupe, Gulf Coast Community Choir, Asolo Rep Theatre, Sarasota Pops Orchestra, and Embracing Our Differences, a nonprofit celebrating individuality and collective humanity through art and education.

In her personal life, she values spending quality time with her family and friends, providing essential balance to her professional responsibilities. She enjoys traveling, staying active, and exploring culinary delights, particularly those featuring local seafood and produce.

Jonna Keller continues to lead First Security Investment Inc., focusing on ethical practices and client-centered service. She ensures that her client's financial and personal needs are met with the highest standards of professionalism and care.