Patricia E. Small

Financial Advisor

  • 185 Asylum Street
    25th Floor
    Hartford, CT 06103

About Patricia

Patricia is a financial advisor with Marcum Wealth and a Director in Tax and Business Services at Marcum, LLP. She is a CPA with over 35 years of tax experience working with individuals and families. She focuses on a holistic approach to help her clients create financial plans that consider financial, tax, retirement and estate planning goals. Patricia is a firm believer in incremental change and embraces the idea that small changes make impactful differences over time.
Subject Matter Expertise

Financial Planning
Individual Income Tax
Retirement Planning

Education and Certifications

The University of Akron, Bachelor of Science in Accounting
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)