Jonna Keller on Muck Rack

Jonna Keller

(She/Her)
Sarasota
As seen in: slideshare.net, Medium, Issuu, Raw And Unfiltered, last.fm, Quora, The ComiCom Podcast, Scoop.it, Substack, Crunchbase 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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Family Legacy Development for Future Generations

Family Legacy Development for Future Generations

Discover how family legacy development strengthens relationships, values, and long-term success across genera…

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Multi-Generational Planning for Lasting Family Legacy

Multi-Generational Planning for Lasting Family Legacy

Learn how multi-generational planning strengthens family bonds, preserves values, and creates a lasting legac…

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Simple Ways to Create Meaningful Family Memories on a Modest Budget

Simple Ways to Create Meaningful Family Memories on a Modest Budget

Many families assume that creating unforgettable memories requires expensive vacations, costly attractions, o…

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Growing Future-Ready Kids Through Simple Money Conversations

Growing Future-Ready Kids Through Simple Money Conversations

Children absorb lessons from the world around them every day. They watch how adults shop, save, and make deci…

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Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a prominent financial…

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Articles

Simple Ways to Create Meaningful Family Memories on a Modest Budget

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By Jonna Keller
| blogspot.com
Many families assume that creating unforgettable memories requires expensive vacations, costly attractions, or frequent shopping trips. In reality, some of the most meaningful moments happen during simple experiences shared with the people who matter most. When families focus on connection rather than spending, they often discover a richer and more rewarding way to enjoy time together.
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Growing Future-Ready Kids Through Simple Money Conversations

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By Jonna Keller
| wordpress.com
Children absorb lessons from the world around them every day. They watch how adults shop, save, and make decisions. While many parents focus on school subjects, teaching financial responsibility can be just as valuable. The good news is that children do not need complicated lectures to understand money. Small discussions and practical experiences can help them build cash confidence for kids from an early age. Financial habits often begin long before a child opens a bank account.
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How Families Can Create Lasting Impact Through Shared Purpose and Future Planning

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By Jonna Keller
| jonnakellerfl.com
Families often think about the future in terms of financial security, but true long-term success involves much more. Strong families focus on relationships, values, and meaningful experiences that connect one generation to the next. When family members work together toward common goals, they create a framework that supports growth, stability, and belonging.
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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.

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