News and Commentary

Provenance Wealth Advisors’ Sean Deviney Included on NAPA’s Top 100 Under 40 List

FT. LAUDERDALE, FL – Dec. 31, 2018 – Provenance Wealth Advisors today announced that the National Association of Plan Advisors (NAPA) has named Sean Deviney to its Top 100 Under 40 list for 2019.

More than 500 advisors were considered for the list and judging was based on a combination of qualitative and quantitative data.

“We are proud to see Sean recognized in this way, ” said PWA Managing Director and Registered Representative, RJFS, Eric Zeitlin. “He has grown the corporate retirement plans group by serving as a trusted and responsive advisor to plan sponsors and their employees. He and his team are incredibly deserving of this level of recognition.”

Deviney has led PWA’s retirement plan consulting team since 2005 and works with a wide range of privately held companies to offer benefits plans for employees. He leads a team that provides a variety of plan choices, compliance and advice to companies and their employees. The firm currently has more than $2.3 billion in total assets under advisement.

About Provenance Wealth Advisors

Provenance Wealth Advisors provides comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized as a leading advisory firm by Barron’s, Accounting Today and Financial Times.

PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Sarasota, Cincinnati and New York.

-30-

Sean Deviney is director of retirement plan consulting for Provenance Wealth Advisors located at 515 E. Las Olas Boulevard Fort Lauderdale, Florida 33301. He can be reached at (954) 712-8888 or info@provwealth.com.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Advisors, Inc., and Provenance Wealth Advisors. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

Established in 2014, the 2019 Top Retirement Plan Advisors Under 40 were drawn from 588 nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be retirement plan advisors with their own book of business, and had to be less than 40 years of age. Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top 100 young advisors. Nearly 300 nominees completed the application. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.

 

The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. NAPA is not affiliated with Raymond James.


Need More Information?