Jonna Keller

About Me

Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (F.S.I.), an investment and financial services firm based in Sarasota, FL. F.S.I. specializes in managing and preserving family wealth through various financial vehicles,  such as insurance, estate planning, and portfolio investments. Her vision for her firm and her role as a financial advisor is not to sell products but to provide bespoke financial services and advice based on client financial goals, market and economic conditions, and risk management.

For over 25 years, she has been driven by a shared mission to prioritize client success over transaction-based fees or sales commissions. Her unwavering dedication to this principle ensures that every decision she makes is in the best interest of her clients, fostering a sense of trust and reassurance in their financial journey.

She aims to provide her high-net-worth clientele with an unbiased and independent financial viewpoint while coaching them through the intricacies of wealth-building. She believes financial mentoring is best accomplished with a personalized, user-friendly financial plan created using her extensive investment knowledge and years of financial advising experience – without a hidden agenda.