Sean Devineyage 35
Financial planner and retirement plans specialist, Provenance Wealth Advisors
Early in his career, Sean Deviney was advised to find a way to specialize within the financial planning industry to help him stand out and become more valuable.
That paved the way for him to become the in-house retirement planning specialist at Provenance Wealth Advisors, where he has worked for 10 years — essentially creating the firm’s retirement planning group.
“For most people, the largest savings they have is in their retirement plan through their employers,” he said. “It is growing in importance, with more headline news, law changes and court rulings on things like fees.”
Mr. Deviney joined Provenance after spending three years at SEI Investments Co., where he learned the retirement plan business.
“Now my specialty is on the corporate retirement plan side, helping companies structure plans that are the best available,” he said.
Though he keeps busy managing more than $350 million in assets, Mr. Deviney has found time to engage with the industry, educating advisers at conferences and speaking on expert panels. He also recently visited Capitol Hill with an elite group of retirement plan advisers to discuss tax reform with lawmakers.
Mr. Deviney, who lives in Fort Lauderdale, Fla., and loves to play golf, said he rarely finds free time amid work, family and volunteering. Yet he makes time for the important things, such as serving as the current chairman of Take Stock in Children of Broward County.
— Jeff Benjamin