Jonna Keller

Jonna Keller leads First Security Investment Inc. (FSI) in Sarasota, FL, where she applies her deep expertise in family wealth management. Her firm specializes in a comprehensive array of services, including insurance, estate planning, and investment strategies tailored to each client's unique needs. Her guiding principle is to craft personalized financial solutions rather than sell pre-packaged products, focusing instead on aligning with her clients' distinct financial goals and life circumstances. Over her 25-year career, she has consistently prioritized her clients' long-term success and security over generating transaction fees or sales commissions. This dedication to her client's best interests has fostered a trusted network of relationships and established her reputation as a reliable and conscientious financial advisor. She is committed to demystifying the financial planning process for her clients, providing transparent, straightforward advice that aids them in managing and enhancing their wealth. She utilizes her comprehensive knowledge and significant experience in the financial sector to develop clear, practical strategies without hidden agendas. Her proficiency in wealth management is demonstrated through her use of advanced planning tools such as asset protection trusts, wills, and detailed estate plans, all designed to secure and enhance her clients' financial legacy while providing for future generations. She is also adept at strategic tax planning, aiming to minimize tax liabilities for her clients throughout their careers and into retirement by effectively managing the tax implications of their investment choices. In retirement planning, she offers tailored strategies that ensure reliable and sustainable income for her clients' later years, incorporating various investment vehicles and income sources to support a comfortable retirement.