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 over 25 years, she has steadfastly prioritized her clients' success over pursuing transactional fees or sales commissions. Her dedication to this principle has built a solid foundation of trust and confidence among her clients, ensuring their best interests are always at the forefront of every decision she makes.
Mission and Advisory Approach
Her mission is to offer high-net-worth clients unbiased, independent financial advice, guiding them through the complexities of wealth building. She believes financial mentoring should be personalized and straightforward, drawing on her extensive investment knowledge and financial advising experience, and free of hidden motives.
Wealth Building & Preservation Expertise
She excels in coaching individuals on strategies to build and preserve wealth for future generations. She focuses on protecting family assets through tools like asset protection trusts, wills, estate distribution planning, and tax-deferred insurance plans. Her approach to family wealth planning is realistic and considers unexpected life events or long-term care needs.
Tax-Efficient Planning
First Security Investment is committed to helping clients reduce their tax liabilities throughout their careers and in retirement. This includes strategies such as offsetting gains with losses and managing the timing and distribution of 401(k) and IRA contributions to navigate future tax brackets effectively.
Retirement Income & Distribution Strategies
Jonna Keller and her team evaluate each client's situation to develop a tailored retirement income and distribution plan. 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.
Estate Valuation & Asset Distribution
Her clients have diverse investment portfolios, real estate holdings, and cash assets. FSI assists these families in determining the value of their estates and advises on tax-efficient asset distribution.
Certifications & Professional Leadership
She holds several notable 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 received numerous awards, including the AssetMark National Community Inspiration Award in 2017 and the 941 CEO Greater Goods Award in 2016.
Philanthropy & Community Impact
She is deeply committed to philanthropy, dedicating her time and resources to charitable organizations. She is particularly passionate about the Boys and Girls Clubs of Sarasota County, where her dedication earned her the Beverly Burton New Board/Council Member of the Year Award. Her volunteerism has also been recognized with the ABC's "7 Who Care" award.
Fundraising & Community Engagement
Her community involvement includes active fundraising, during which she engages clients and industry partners to support local causes such as Howard University, All Faiths Food Bank, and the Gamma Xi Boule Foundation. She has been instrumental in raising 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.
Personal Life & Interests
In her personal life, she finds balance through quality time with family and friends. She enjoys traveling, staying active, and cooking, mainly using local seafood and produce from her coastal community.
Leadership & Commitment to Clients
Jonna Keller continues to lead First Security Investment Inc. with a commitment to ethical practices and client-focused service. She ensures her client's financial and personal needs are met with the highest standards of professionalism and care.
