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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Budget Friendly Family Fun on a Budget

Budget Friendly Family Fun on a Budget

jonnakeller.com — Discover simple, low-cost ways families can enjoy quality time while practicing smart spending and building stronger bonds.
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Financial Planning for Weddings, Birthdays & Travel

Financial Planning for Weddings, Birthdays & Travel

jonnakellerfl.com — Learn how to plan finances for weddings, birthdays, and vacations with smart budgeting and stress-free savings strategies.
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Little Wallet Wisdom: Turning Everyday Moments into Money Skills for Kids

Little Wallet Wisdom: Turning Everyday Moments into Money Skills for Kids

blogspot.com — Helping children understand money can feel tricky at first, but it becomes much easier when learning is woven into daily life. A simple kid ...
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When Affection Meets Budget Sheets: A Modern Guide to Building Shared Stability

When Affection Meets Budget Sheets: A Modern Guide to Building Shared Stability

Medium — When Affection Meets Budget Sheets: A Modern Guide to Building Shared Stability Managing shared life goals becomes easier when two people learn how to talk openly about everyday expenses and ...
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Family Legacy Development for Future Generations

Family Legacy Development for Future Generations

jonnakellerfl.com — Discover how family legacy development strengthens relationships, values, and long-term success across generations.
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Multi-Generational Planning for Lasting Family Legacy

Multi-Generational Planning for Lasting Family Legacy

jonnakeller.com — Learn how multi-generational planning strengthens family bonds, preserves values, and creates a lasting legacy.
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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

blogspot.com — Many families assume that creating unforgettable memories requires expensive vacations, costly attractions, or frequent shopping trips. In r...
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Growing Future-Ready Kids Through Simple Money Conversations

Growing Future-Ready Kids Through Simple Money Conversations

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.
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Gravatar

Gravatar

Gravatar.com — Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a prominent financial services firm based in Sarasota, FL. FSI is dedicated to managing and preserving family wealth through a range of financial vehicles, including insurance, estate planning, and investment portfolios.
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Triberr

Triberr

Triberr.com — 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.
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Client Challenge

Client Challenge

Slideshare.net —
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JONNA KELLER | X, Facebook | Linktree

JONNA KELLER | X, Facebook | Linktree

Linktree — President and Found Wealth Manager/ Financial Planning.
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Life's Big Celebrations Without Financial Stress | Jonna Keller's Portfolio

Life's Big Celebrations Without Financial Stress | Jonna Keller's Portfolio

cake.me — Jonna Keller suggests that life is filled with milestones worth celebrating, from weddings and birthdays to dream vacations with loved ones. These moments bring joy, but they can also bring financial pressure when costs rise unexpectedly. Thoughtful financial planning helps turn these special occasions into meaningful memories without creating long-term debt or stress.
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Jonna Keller: Building Wealth and Connection Through Family-Focused Investin

Jonna Keller: Building Wealth and Connection Through Family-Focused Investin

Substack — Jonna Keller explained that investing in family goes far beyond money.
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Jonna Keller GIFs on GIPHY - Be Animated

Jonna Keller GIFs on GIPHY - Be Animated

giphy.com — GIPHY is the platform that animates your world. Find the GIFs, Clips, and Stickers that make your conversations more positive, more expressive, and more you.
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Home

Home

wordpress.com — About Jonna Keller Jonna Keller leads as the Managing Partner and Owner of First Security Investment Inc. (FSI), a distinguished investment and financial services firm in Sarasota, FL. Under her guidance, FSI has become renowned for its commitment to managing and safeguarding family wealth through a range of financial strategies, including insurance, estate planning, and...
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Jonna Keller

Jonna Keller

gravatar.com — Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a prominent financial services firm based in Sarasota, FL. FSI is dedicated to managing and preserving family wealth through a range of financial vehicles, including insurance, estate planning, and investment portfolios.
Who shared?

Presentations by Jonna Keller

Presentations by Jonna Keller

slides.com — Jonna Keller is the managing partner and owner of First Security Investment Inc. in Sarasota, FL. Her firm specializes in bespoke wealth management solutions and excels at providing personalized investment advice, with a focus on estate planning.
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Jonna Keller: Sharing Cherished Moments with My Daughters

Jonna Keller: Sharing Cherished Moments with My Daughters

Big News Network — Parenting isn't built on grand gestures but on the moments that add up over time. The everyday routines, the shared laughter, and the talks in the car have formed the real foundation of my relationship with my daughters. They may seem insignificant in the moment, but they carry lasting weight.
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Home

Home

wordpress.com — About Jonna Keller Jonna Keller leads as the Managing Partner and Owner of First Security Investment Inc. (FSI), a distinguished investment and financial services firm in Sarasota, FL. Under her guidance, FSI has become renowned for its commitment to managing and safeguarding family wealth through a range of financial strategies, including insurance, estate planning, and...
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Jonna Keller - Medium

Jonna Keller - Medium

Medium — Read writing from Jonna Keller on Medium. Jonna Keller leads FSI, focusing on wealth management and client-focused financial planning, and actively supports local charities.
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Presentations by Jonna Keller

Presentations by Jonna Keller

slides.com — Jonna Keller is the managing partner and owner of First Security Investment Inc. in Sarasota, FL. Her firm specializes in bespoke wealth management solutions and excels at providing personalized investment advice, with a focus on estate planning.
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JONNA KELLER | Linktree

JONNA KELLER | Linktree

๐™ด๐šŸ๐šŽ๐š›๐šข๐™ณ๐šŠ๐šข๐™ธ๐šœ๐™ณ๐š’๐š๐š๐šŽ๐š›๐šŽ๐š—๐š — President and Found Wealth Manager/ Financial Planning.
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Time and Family_ How Family Time Balance Helps Manage Moments and Money by Jonna Keller.pdf

Time and Family_ How Family Time Balance Helps Manage Moments and Money by Jonna Keller.pdf

slideshare.net — Teaching children about money can also support family balance. Kids can learn the value of saving and spending wisely. Parents may give small allowances or involve children in simple budgeting. These lessons build responsibility. They also prepare children for future financial independence.
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