Sean Deviney

Critic
DISC Type : C

Director / President, Financial Advisor at Provenance Wealth Advisors

Fort Lauderdale, Florida, United States

Overview

Sean Deviney is the Director and President at Provenance Wealth Advisors, where he leads the corporate retirement plans division. With over 20 years of experience, he specializes in holistic financial planning for high-net-worth individuals and business owners. He holds an MBA from the University of Florida and is a Certified Financial Planner (CFP®).

Sean is deeply involved in his community, serving as an executive committee member on the board for the Joe DiMaggio Childrens Hospital Foundation. A member of the Young Presidents Organization (YPO), he actively networks with other executives and entrepreneurs. He frequently volunteers with his colleagues for charitable causes.

He has received multiple national recognitions, including being named to the Financial Times "Top 401 Retirement Advisors" and Forbes "Top Next-Gen Wealth Advisors. "

Personality Overview

ROI Driven

Critic

Negotiator

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Corporate Retirement Plans
He is the Director in charge of the Corporate Retirement Plans division at Provenance Wealth Advisors, focusing on plan design and fiduciary processes for businesses.
Children's Healthcare
Serves on the executive committee and board of the Joe DiMaggio Children's Hospital Foundation, actively fundraising and volunteering to support patients and families.
High-Net-Worth Planning
His practice focuses on providing comprehensive financial, estate, and investment planning for affluent families, entrepreneurs, and business owners.

Media Appearances

Provenance Wealth Advisors' Sean Deviney Promoted to Director. Featured in Provenance Wealth Advisors

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Sean Deviney – Staff Profile. Featured in Provenance Wealth Advisors

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Work History

6-2005
Director / President, Financial Advisor at Provenance Wealth Advisors
7-2002 - 6-2005
Institutional Account Executive at SEI Investments

Education

2009 - 2011
MBA from University of Florida - Warrington College of Business
1998 - 2002
BA from College of Charleston

More Information

Social Presence :

Prographics :

Exp : 23 Location : Fort Lauderdale, Florida, United States Job Level : Mid-senior Designation : Director / President, Financial Advisor at Provenance Wealth Advisors
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Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Sean

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Sean take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Sean

Personality Compatibility


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