Patricia Small

About Patricia

Patricia Small is a financial advisor with Marcum Wealth and a director in Tax and Business Services at Marcum in the Firm’s Hartford, Connecticut office and is a member of the accounting and tax services practice group. She has more than 40 years of experience providing accounting, advisory, tax and financial planning services to a wide array of clients and businesses.

Patricia spends her time serving individuals, in both tax and financial planning and wealth management roles. Her experience in tax, retirement planning, trust and estates enables her to provide dynamic and holistic financial planning.