Sean Deviney

Provenance Wealth Advisors LLC

Fort Lauderdale, Florida


: PA TOP 100 - 2014: Individuals With 65 or More Plans: 81 to 110 Plans

Sean Deviney focuses his practice in retirement planning for privately held business. Responsible for all aspects of PWA’s corporate retirement plans division, Deviney 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 advisers who promoted SEI’s asset management services.

What is your mission statement?

By drawing on our team’s multidisciplinary knowledge and expertise, we offer our clients a fresh perspective and new insights while designing a plat to manage their retirement objectives. Our comprehensive approach integrates plan success metrics that help drive positive results for you and your plan participants.

How did you get into the business of advising retirement plans?

My first job out of college was working in the trust company at SEI Investments. An opportunity opened up as an internal account executive working with advisers that used SEI’s retirement plan platform. I didn’t have a specific desire to work with retirement plans, but this job was my opportunity to get more client interaction.

After two years in that position, my boss told me about a firm that did a lot of individual business but no retirement plans. I was looking for something more entrepreneurial and this seemed like a great opportunity.

What’s the hardest lesson you had to learn about working with retirement plans – and how did you learn it?

No matter what you do or how hard you try, there will always be some participants you just can’t get through to.

With regard to your practice, what would you spend more time doing if you could?

More one-on-one participant meetings. That is really where advisers can have the biggest impact. In these individual meetings, participants realize that you’re not trying to sell them something or take advantage of them. You’re just there to help them make better decisions about their financial future.

Describe your typical client.

Privately held business that is looking to make their qualified plan more competitive and help their employees reach retirement with dignity.