Patricia Small is a Financial Advisor for Marcum Wealth. With over 35 years of experience in financial services, Pat’s focus is helping clients with wealth management, financial planning, tax planning, and estate planning.
Practice Focus
Financial Planning
Individual Income Tax
Retirement Planning
Education and Certifications
Bachelor of Science in Accounting
The University of Akron
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
