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Jonna Keller on Muck Rack

Jonna Keller

(She/Her)
Sarasota
As seen in: slideshare.net, Medium, Issuu, Raw And Unfiltered, Which One?, last.fm, Quora, The ComiCom Podcast, Scoop.it, Substack and
Covers:  President and Found Wealth Manager/ Financial Planning

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Jonna Keller’s Biography

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Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a financial services firm in Sarasota, FL. FSI manages and preserves family wealth through a range of financial tools, including insurance, estate planning, and investment portfolios. Her approach focuses on providing personalized financial services and advice tailored to client goals, market conditions, and risk management rather than merely selling products.

Client-First Philosophy

With a career spanning o…

Jonna Keller’s Journalist Portfolio

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Jonna Keller

Jonna Keller

Jonna Keller President and Found Wealth Manager/ Financial Planning

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Jonna Keller

Jonna Keller

Family is the foundation of a meaningful life, and investing in its future goes beyond earning more money. It…

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Client Challenge

Client Challenge

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Jonna Keller - Financial Advisor - First Security Investment Inc. (FSI) | Cake

Jonna Keller - Financial Advisor - First Security Investment Inc. (FSI) | Cake

President and Found Wealth Manager/ Financial Planning. Financial Advisor

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Implementing a Sweeping Financial Plan for Long-Term Security: Insights from Jonna Keller

Implementing a Sweeping Financial Plan for Long-Term Security: Insights from Jonna Keller

Jonna Keller explains how implementing a sweeping financial plan creates long-term security - from defining g…

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Jonna Keller Shares Money Lessons for Kids | Jonna Keller's Portfolio

Jonna Keller Shares Money Lessons for Kids | Jonna Keller's Portfolio

Many parents want to raise children who feel confident with money, and Jonna Keller believes that simple habi…

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Articles

Jonna Keller Inspires Money Lessons for Kids Through Everyday Financial Education

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By Jonna Keller
| Substack
Teaching children about money does not have to feel difficult, and Jonna Keller encourages families to start with simple, everyday moments. Young minds learn best through practice, and saving skills become stronger when children use them often. Instead of waiting until the teenage years, parents can begin with easy lessons that match a child’s age and daily routine. Money is part of everyday life, so children benefit from seeing how thoughtful choices happen.
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Implementing a Sweeping Financial Plan for Long-Term Security: Insights from Jonna Keller

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By Jonna Keller
| Investorideas.com
Investorideas.com (www.investorideas.com newswire) a go-to platform for big investing ideas issues the following guest post from Jonna Keller on comprehensive financial planning. A comprehensive financial plan acts as a roadmap and a safety net, helping you navigate life's uncertainties while working toward your most important goals. Laying the foundation isn't just about tracking dollars - it's about knowing your priorities, making informed decisions, and preparing for changes along the way.
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Smart Money Roadmap for Life’s Big Celebrations and Travel Dreams Without Financial Stress

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By Jonna Keller
| jonnakellerfl.com
Planning for meaningful life events becomes much easier when you follow a structured milestone budgeting strategy that helps you prepare in advance instead of reacting at the last minute. Weddings, birthdays, and vacations often bring joy, but they can also create financial pressure if spending is not organized properly. When people plan with intention, they gain more control over costs and reduce stress while still enjoying every important moment.
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Awards

AssetMark National Community Inspiration

2017

Awarded for outstanding community service and leadership.

941 CEO Greater Goods

2016

Honored for impactful community service in the 941 area.