Events
Cocktails & Conversations
Hartford, CT
Event Details
Patricia Small
CPA*, PFS
*Licensed by the State of Connecticut
Director
Tax & Business
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.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA) – Member, Tax Section and Personal Financial Section
- Connecticut Society of Certified Public Accountants (CTCPA)
