FT. LAUDERDALE, FL – Jan. 9, 2018 – Provenance Wealth Advisors today announced that Sean Deviney has been promoted to director of the firm.
“We are proud to recognize Sean’s contributions and leadership with this promotion,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “He has done a tremendous job of building a practice and a team, serving clients and sharing his knowledge with his colleagues.”
In his new role, Deviney will continue to expand PWA’s corporate retirement plans client base. A frequent media commentator on retirement planning solutions, Deviney has been named to the FT Top 401 Retirement Advisors and InvestmentNews’ 40 Under 40 list of top advisors since 2015.
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 billion in total assets under advisement.
About Provenance Wealth Advisors
The professionals of Provenance Wealth Advisors provide comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York City.
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 firstname.lastname@example.org.
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.
The Financial Times FT 401 Top Retirement Advisors awards 401 of the 550 advisor applicants as a Top Retirement Advisor. The Financial Times asked large U.S. brokerages, independent advisors and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. The Financial Times partnered with Broadridge Financial Solutions who provided data from its proprietary database to help identify advisors that specialize in serving DC plans, including 401k, pensions and other DC accounts. Advisor applicants were required to have 20% or more of their total client assets in DC plans. Qualifying advisors filled out an online application and questionnaire that gave The Financial Times more information about their practices. The Financial Times supplemented that information with their own research on the candidates, including data from regulatory filings. The Financial Times then generated an internal score for each applicant based on seven broad factors: DC plan assets under management, DC plan AUM growth rate, DC plan growth rate, experience advising DC plans, the advisor’s industry certifications (i.e. CFP), compliance record, degree to which advisor specializes in the DC business, and estimated participation rate at client DC plans. 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 Financial Times placed a cap on the number of advisors from any one state roughly correlated to the distribution of millionaires across the U.S. Neither the firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 401 list. Inclusion on the FT 401 Top Retirement Advisor list is not guaranteed by future investment success. The award is not representative of any one client’s experience and is not an endorsement or indicative of an advisor’s future performance.
Each year Investment News recognizes 40 industry professionals under the age of 40 based on factors, including a track record of accomplishment to date, contribution to the industry, leadership and promise. Over 800 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating.
Investment News and Financial Times are not affiliated with Raymond James.