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Sean Deviney, CFP® Fort Lauderdale PWA Director and Financial Advisor Registered Representative of PWA Securities, LLC

Sean Deviney, CFP®

PWA Director and Financial Advisor

sdeviney@provwealth.com
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Client Service Team

Experience:

Director and Financial Advisor Sean Deviney has nearly 20 years of experience in the financial services industry. With his multidisciplinary approach to personal financial planning and corporate retirement consulting, he is skilled at assessing circumstances and developing solutions based on his deep understanding of business strategy and estate planning.

His practice has developed into two main components – assisting corporate retirement plan fiduciaries in developing and managing retirement plans and organizing individual holistic financial planning with wealth management strategies for high-net-worth clients and ultra-affluent families.

As leader of the PWA Corporate Retirement Plans division, Sean oversees a team of professionals who concentrate on workplace retirement plans. His team ensures each plan is designed to be valuable for the client and its participants while maintaining an effective fiduciary process. He is an integral member of the full- service team at PWA.

In addition to corporate retirement, Sean is focused on individual estate and financial planning. As a member of the PWA Investment Committee, he contributes to the advanced analytical and portfolio management skill set, along with enhanced investment strategies. His combined experience of investment, retirement and comprehensive financial planning has earned him several recognitions throughout his career, such as Forbes Top Next-Gen Wealth Advisors in 2019. As a frequent media commentator on retirement and financial planning solutions, Sean has also been named to the Financial Times Top 401 Retirement Advisors in 2019.

Sean earned a Master of Business Administration from the University of Florida and a Bachelor of Science in Business Administration from the College of Charleston. He also holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining Provenance Wealth Advisors in 2005, he was an account executive with SEI Investment’s Institutional Services Team.

Actively involved in serving his community, Sean participates in fund-raising and in voluntary roles with several organizations. He is a board member for Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. As well as a former board member for the Ft. Lauderdale Chapter of Take Stock in Children and mentor, he has helped to guide school-aged students to succeed in their secondary education and to gain the opportunity of a college scholarship.

Sean resides in Fort Lauderdale, Florida, with his wife Sarah and their three children. On days not spent in the office, he is passionate about coaching his children’s baseball and basketball teams and enjoys playing golf.

Client Focus:

  • Business owners
  • Employee benefit plan sponsors
  • Entrepreneurs
  • High-net-worth families and affluent individuals

Specialized Strategies:

  • Business succession
  • Corporate retirement planning
  • Estate structuring
  • Family wealth transfer
  • Legacy planning
  • Multi-generational planning
  • Wealth management

 

Check the background of this investment professional on FINRA’s BrokerCheck.

 

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2019: Out of 29,334nominations received, 250 made the final list in 2019. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.

 

Top 401 Retirement Advisers (2019) Financial Times 401 Top Retirement Advisors, October 2019. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The Financial Times FT 401 Top Retirement Advisers award had 401 of the 770 advisor applicants being recognized as a Top Retirement Adviser. The FT asked large U.S. brokerages, independent advisors, and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. They partnered in research with Broadridge Financial Solutions who provided unique data from their proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80 to 85 percent of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Times.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

 

Education:

University of Florida – Master of Business Administration College of Charleston – Bachelor of Science in Business Administration

Affiliations:

CFP® Professional

Investment Advisor Representative of Provenance Wealth Advisors

Life, Health and Variable Annuity License - State of Florida

Registered Representative of PWA Securities, LLC

Community:

Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation - Board Member

Take Stock in Children, Mentor