Patricia E. Small
Senior Vice President, Financial Advisor
CPA, PFS
Contact Patricia
Team Office
Patricia’s Locations
Hartford, CT 06103 (440) 578-9474
About Patricia
With more than 35 years of experience as a certified public accountant, Patricia has deep and trusted experience in financial strategy, taxes and wealth management. Prior to joining Wealth Enhancement as a financial advisor, she was a director at Marcum LLP and an investment advisor at Marcum Wealth Management. Patricia is passionate about creating a holistic planning experience by providing comprehensive financial guidance tailored to each client’s unique needs.
Patricia enjoys spending time in her garden in the summer, skiing in the winter and traveling whenever the opportunity arises.
Education
- BS - Accounting, University of Akron
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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