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Jonna Keller • scrobbling since 21 May 2024
Jonna Keller is the Managing Partner and Owner of First Security Investment Inc. (FSI), located in Sarasota, FL. Her firm specializes in managing and preserving family wealth, offering services that include insurance, estate planning, and investment portfolios. Her approach centers on delivering personalized financial advice tailored to each client's goals, market conditions, and risk management needs rather than pushing financial products.…