Patricia E. Small

CPA*, PFS™

*Licensed by the State of Connecticut
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Patricia E. Small

Financial Advisor

About Patricia

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™)