Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), a prominent financial services firm based in Sarasota, FL. FSI is lauded for its adept management of family wealth and offers a broad array of services such as insurance, estate planning, and diverse investment options. Her ethos centers on delivering customized financial advice intimately aligned with her client's specific aspirations and circumstances, steering clear of the traditional product-centric sales approach.
Her professional ethos, shaped over 25 years, revolves around a client-centered model that forsakes the typical reliance on transaction fees or commissions to prioritize client welfare. This philosophy has been instrumental in cultivating trust and dependability among her clientele.
Her strategy involves offering sophisticated, objective financial guidance to affluent clients, assisting them through the complexities of wealth management. Her planning is deeply personal, built on the foundation of her vast experience in the financial sector. She aims to achieve transparency and trust without any hidden motives.
SPECIALIZATIONS
Wealth Management for Families: Expert in wealth enhancement and protection strategies, she uses comprehensive planning tools, including trusts, wills, and estate planning, to secure her clients' financial legacy against unforeseen challenges.
Tax Strategy and Planning: At FSI, she leads efforts to mitigate tax burdens for clients throughout their careers and retirement, utilizing strategic planning to ensure optimal financial outcomes.
Retirement Financial Planning: She develops personalized retirement strategies that ensure her clients enjoy a secure and stable financial future, incorporating various income sources and asset management techniques.
Estate and Legacy Planning: She provides detailed guidance for clients with extensive investment portfolios, helping them understand the value of their estates and plan for efficient wealth transfer with minimal tax consequences.
RECOGNITIONS AND RESPONSIBILITIES
She holds prestigious credentials, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), complemented by Series 7, 63, and 65 securities registrations. Her leadership is acknowledged through various awards and roles, such as:
- AssetMark National Community Inspiration Award (2017)
- 941 CEO Greater Goods Award (2016)
- Chairperson for the Women's Leadership Council (2018)
- Frequent speaker at significant industry events, including a panel at the U.S. National Committee for U.N. Women (2013)
PHILANTHROPIC LEADERSHIP
Her commitment to giving back is evidenced by her active involvement in numerous charitable endeavors. Her dedicated service has particularly impacted the Boys and Girls Clubs of Sarasota County, earning her multiple community service awards, including ABC's "7 Who Care" award.
PERSONAL PURSUITS
Outside of her professional commitments, she finds solace and rejuvenation in spending time with her family and friends, traveling, engaging in fitness activities, and culinary pursuits showcasing the best local produce and seafood.
Through her moral leadership and commitment to her clients, Jonna Keller continues to distinguish herself as a leader in the financial sector, consistently placing her clients' financial security and well-being at the forefront of her practice.
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