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  • Senior Client Service Associate
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Sean Deviney Headshot

Sean Deviney, CFP®

Director and Financial Advisor


sdeviney@provwealth.com
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Experience:

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.

Client Focus

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

Specialized Strategies

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

Recent Honors and Awards

  • Financial Times – Top 401(k) Plan Advisor*
  • Investment News – 40 Under 40* in 2015

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

 

 

*The Financial Times FT 401 Top Retirement Advisers 2016 award had about 74.3% of the 540 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 data from its proprietary databases that helped identify advisors who specialize in serving DC plans, including 401k, pensions and other DC accounts. Advisor applicants must have 20% or more of their total client assets in DC plans. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT augmented that information with their own research on the candidates, including data from regulatory filings. The FT 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 (CFP, etc.), 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 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.

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 Adviser list is no guarantee as to future investment success. Raymond James is not affiliated with the Financial Times. The inclusion of an adviser or practice on the list should not be construed as an endorsement of the financial advisory practice by the Financial Times.

Each year Investment News recognizes 40 industry professions under the age of 40 based on factors including a proven track record of accomplishment, 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 advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

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.


Education:

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


Affiliations:

Registered Representative of Raymond James Financial Services

Investment Advisor Representative of Provenance Wealth Advisors

CFP®

Accredited Investment Fiduciary

Life, Health and Variable Annuity License - State of Florida


Community:

Take Stock in Children, Mentor Make a Wish Foundation, Volunteer


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