Sean Deviney has nearly 20 years of experience helping privately held businesses and individuals with their corporate and personal financial goals. He offers a holistic approach to managing personal and business financial matters for his clients.
In addition to providing comprehensive financial planning to high-net-worth families, Deviney oversees the firm’s corporate retirement plan division and leads a team of professionals that focus solely on the retirement plans that benefit both the employee and employer. His team specializes in compliance and mitigating liability. He is an integral member of the full-service team at PWA and a member of the firm’s Investment Committee.
Prior to joining PWA, Deviney worked with SEI Investments as an account executive for the Investments’ Institutional Services Team. He worked closely with institutional plan consultants and investment advisors who promoted SEI’s asset management services.
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
University of Florida – Master of Business Administration College of Charleston – Bachelor of Science in Business Administration
Registered Representative of Raymond James Financial Services
Investment Advisor Representative of Provenance Wealth Advisors
Life, Health and Variable Annuity License - State of Florida
Take Stock in Children, Mentor Make a Wish Foundation, Volunteer