Watch Jonna’s 2017 Community Inspiration Award video to learn how AssetMark is supporting her efforts to make a difference in the lives of the children we serve!
Jonna Keller, Managing Member of First Security Investments and Boys & Girls Clubs of Sarasota County Board Chair, was one of six financial advisors across the nation who received the Community Inspiration Award by AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, at the company’s Gold Forum conference in Orlando, Florida. In recognition of the advisors’ contributions and sustained support of charitable organizations, AssetMark is donating $10,000 to a nonprofit supported by each selected honoree. Ms. Keller selected Boys & Girls Clubs of Sarasota County to receive this donation.
“Jonna is an exemplary leader of our organization with a passion for giving youth access to greater opportunities that will help put them on a path to success,” said Bill Sadlo, President/CEO at the Boys & Girls Clubs of Sarasota County. “We congratulate Jonna for this incredible, much-deserved recognition, and are thrilled to use her award to better serve our Club members.”
Award recipients were selected by a panel of senior AssetMark executives who evaluated nominees based on their ability to inspire, lead, and motivate others, in addition to their time and effort dedicated to a local charity. Echoing the firm’s values of “Heart, Excellence, Integrity, and Respect,” the Community Inspiration Award provides one of many opportunities for AssetMark’s associates and advisors to connect with and promote their shared values by submitting nominations for the award.
“We’re committed to empowering financial advisors to make a difference in the lives of their clients as well as in their larger communities. These six advisors stand out for their remarkable impact both within their businesses and in the world beyond,” said Charles Goldman, President and CEO of AssetMark. “It’s an honor to recognize their achievements, and we hope this award will encourage others to look for ways they can serve their communities.”
About AssetMark, Inc.
AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc. has more than $42 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow @AssetMark on Twitter.