Jonna Keller

Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a financial services firm based in Sarasota, FL, specializing in comprehensive wealth management. The firm's expertise covers insurance, estate planning, and various investment strategies tailored to meet each client's unique financial goals. Unlike conventional financial advisors who often prioritize product sales, she focuses on creating personalized financial plans that resonate closely with her client's specific needs.

With a professional tenure spanning over 25 years, she has built her career on prioritizing her clients' interests over generating commission-based revenues. This approach has earned her the trust and loyalty of her clients and established lasting relationships based on mutual respect and shared financial goals.

Her commitment to her clients involves providing clear, unbiased financial advice to help them navigate the complexities of asset management and wealth accumulation. She employs her vast industry experience to develop straightforward, actionable strategies devoid of obscure motives, ensuring her clients receive honest and direct guidance.

She is highly skilled in crafting strategies for wealth enhancement and protection in her practice. She utilizes sophisticated tools such as trusts, wills, and comprehensive estate plans, which are instrumental in securing her clients' assets and ensuring their effective transfer to future generations.

She also excels in tax planning, striving to minimize her clients' tax liabilities throughout their careers and retirement. She achieves this by strategically managing the tax implications associated with their investments, thereby optimizing their financial outcomes.

Regarding retirement planning, she offers customized plans that ensure her clients can maintain a stable and secure financial status in their later years. She integrates various investment and income strategies to create a reliable income stream for retirement.

Furthermore, her expertise in estate and legacy planning allows her to assist her clients in evaluating their estates and planning their asset distribution to minimize tax liabilities while fulfilling their legacy desires.

She holds several esteemed credentials, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), and she is registered with Series 7, 63, and 65 securities.