Sean Deviney

Role
Director, Financial Advisor at Provenance Wealth Advisors
Location
Fort Lauderdale, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sean Deviney

I provide a comprehensive approach to financial, estate, retirement and investment…

Experience

  1. Director, Financial Advisor

    Provenance Wealth Advisors

    Jun 2005 — Present

    I provide objective advice to high net worth individuals and business owners in the areas of estate and financial planning. In addition, as the Director in charge of Retirement Plan Consulting, a significant part of my business is assisting retirement plan fiduciaries in creating and managing retirement plans for their employees. Provenance Wealth Advisors serves successful business owners, professionals and retirees who lack the time and expertise to create and implement comprehensive…

Skills

  • Individual Pension Plans
  • Business Planning
  • Asset Allocation
  • Financial Planners
  • 401(K) Retirement Savings Plans
  • Wealth
  • Financial Planning
  • Charitable Gift Planning
  • Life Insurance
  • Financial Advisory
  • Defined Benefit
  • Certified Financial Planner
  • Wealth Preservation Planning
  • High Net Worth Individuals
  • Estate Planning
  • Stocks
  • Non-Qualified Deferred Compensation
  • Investment Management
  • Financial Analysis
  • Finance
  • Asset Protection
  • Investment Advisory
  • Holistic Financial Planning

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Sean Deviney — Director, Financial Advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, US | Unifers