Jonna Keller

About Jonna Keller

Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. in Sarasota, Florida. The firm provides investment and financial services with a focus on managing and preserving family wealth. Its work includes insurance, estate planning, and portfolio investments. Her approach as a financial advisor is centered on understanding client goals, market conditions, economic changes, and risk management instead of simply selling financial products.

For more than 25 years, she has focused on putting client success ahead of transaction-based fees or sales commissions. This approach helps guide her decisions and supports long-term trust with the people and families she advises.

She works with high-net-worth clients who need an independent financial viewpoint. Her goal is to help them understand the details of wealth-building through clear mentoring and personalized planning. She believes financial advice should be practical, easy to understand, and based on experience rather than hidden motives.

Family Wealth Planning – She helps individuals and families consider strategies that may protect current assets for future generations. This work can include asset protection trusts, wills, estate distribution planning, and tax-deferred insurance plans. Her planning approach also considers unexpected life events and long-term care needs.

Tax Reduction Planning – First Security Investment works to help clients manage tax liability during their working years and in retirement. This may include offsetting gains with losses, reviewing the timing of 401K and IRA distributions, and considering the difference between long-term and short-term capital gains.