About Jonna Keller

Jonna Keller and her team review each client’s situation to develop a retirement income and distribution plan designed to support future cash flow. This may include strategic investment decisions, passive and active income sources, retirement savings plans, and asset management.

Estate Planning – Many of her clients have diverse holdings that include investments, real estate, and cash. FSI helps families determine the value of their estates and may recommend ways to distribute assets while reducing major tax concerns.

ACCOMPLISHMENTS

  • Accredited Investment Fiduciary, AIF®, Chartered Retirement Planning Counselor, CRPC® with Series 7, 63, and 65 securities registration
  • Committee Chair for the Women’s Leadership Council 2018
  • AssetMark National Community Inspiration Award 2017
  • Invest In Others Charitable Foundation National Honoree 2017
  • 941 CEO Greater Goods Award 2016
  • 941 Women of Influence 2016
  • 2016 Finalist in Women in Business Initiative Leadership Circle Ambassador
  • Chair of Boys And Girls Clubs of Sarasota & DeSoto Counties
  • 2015 Honoree, ABC 7 News “Seven Who Care” Ceremony
  • Beverly Burton New Board Member of the Year, Boys & Girls Clubs Florida 2015
  • 2013 Panel Member and Speaker at the U.S. National Committee for U.N. Women
  • Vice President and Board Member of T.R.E.K. (Tech Readers Enrich Kids)
  • Chair of Women In A Changing World
  • City of Sarasota Mayor’s Citation 2002

PHILANTHROPY

Jonna Keller is committed to helping clients stay aligned with a clear financial plan, but she is also deeply involved in charitable work. She gives time, energy, and resources to several organizations. One of the nonprofits closest to her is the Boys and Girls Clubs of Sarasota County, where she received the Beverly Burton New Board/Council Member of the Year Award for her dedication.

Her community work has also earned recognition through ABC’s “7 Who Care” award. She supports local organizations by encouraging clients and industry partners to help strengthen community causes. These efforts include support for Howard University, All Faiths Food Bank, and Gamma Xi Boule Foundation, which encourages educational excellence for underserved youth.

She is also active in fundraising and has helped raise significant support for charities that encourage art, culture, and education among young people. These organizations include Westcoast Black Theatre Troupe, Gulf Coast Community Choir, Asolo Rep Theatre, Sarasota Pops Orchestra, and Embracing Our Differences, a nonprofit that uses art and education to celebrate individuality and shared humanity.

PERSONAL LIFE

Jonna Keller values quality time with family and friends because it gives her support outside the demands of her work. Her role requires careful decisions while helping manage clients’ financial futures, so personal balance remains important to her. She enjoys travel, exercise, and cooking, including coastal seafood and local produce.

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