Jonna Keller

About Jonna Keller

Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a financial services and investment firm in Sarasota, Florida. FSI focuses on managing and preserving family wealth by utilizing a variety of financial instruments such as insurance, estate planning, and portfolio investments. Her approach to her firm and her role as a financial advisor centers on offering customized financial services and guidance tailored to each client’s financial objectives while considering current market conditions and risk factors. Her goal is not to sell products but to provide solutions aligned with client’s long-term needs.

For more than 25 years, Keller has pursued a mission that prioritizes client success over transaction-based fees or sales commissions. This commitment ensures that her advice and decisions consistently serve her clients’ best interests. Through this steady dedication, she has built trust and confidence with her clients, supporting them through every phase of their financial journeys.

Keller is focused on delivering independent and objective financial perspectives to her high-net-worth clients. She guides them through the complexities of wealth accumulation and protection. She believes that effective financial mentoring involves creating a clear, personalized, and easy-to-understand financial plan based on her deep investment expertise and many years of advising experience, always without hidden motives.

Family Wealth Planning: Keller offers guidance on strategies designed to help individuals grow wealth for the benefit of future generations. She emphasizes protecting family assets through tools like asset protection trusts, wills, estate distribution plans, and tax-deferred insurance arrangements. Her practical approach often includes contingencies for unforeseen life events or long-term care needs.