Jonna Keller

For more than two decades, Jonna Keller has been a dedicated leader in wealth management, serving as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth by providing personalized insurance, estate planning, and investment management strategies. Her approach prioritizes understanding each client’s goals, market conditions, and risk tolerance over simply selling financial products.

Keller’s career has been defined by a strong commitment to putting clients’ interests above commissions or transaction fees. This client-first mindset has helped her establish enduring relationships built on trust and transparency. Clients rely on her for objective advice to secure their long-term financial well-being.

She primarily works with high-net-worth individuals, providing independent and clear financial guidance. Keller emphasizes education and mentorship, helping clients navigate the complexities of wealth management through tailored plans that draw on her extensive investment knowledge and advisory experience. Her approach is practical and free of hidden motives.