Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.

Client Service Team

  • Amy Saxner
    Senior Client Service Associate
    954-712-7062
Ft. Lauderdale Financial Advisor

Sean Deviney, CFP®

PWA Director and Financial Advisor
sdeviney@provwealth.com
Check the background of this investment professional on
Broker Check

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

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.


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® Professional

Life, Health and Variable Annuity License - State of Florida


Community:

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