Patricia E. Small

Patricia E. Small

Investment Adviser Representative

Phone: 203.931.9301
Fax: 860.561.4347
E-mail:
 

Patricia E. Small, CPA/PFS

Investment Adviser Representative

Patricia is married to Steve; son David and daughter Hannah. She enjoys tennis, cooking and traveling.  Patricia brings over 30 years of individual and small business tax and financial services experience to Filomeno Wealth Management, LLC.  She joined Filomeno Wealth Management in 2010 when she merged her company, Patricia E. Small, CPA into the firm.

She formed her business in 1997 to provide individual tax and financial services to individuals and small business.  Prior to starting her business, she was a founding partner of Carter, Small & Hayes P.C. CPA's in New Haven, Connecticut.  She started her accounting and tax career at Arthur Andersen and later joined Rusconi, Cahill and Larkin.

Education and Accreditations

Personal Financial Specialist (2010)

Certified Public Accountant (1982)
University of Akron in Ohio (1978)

Professional and Civic Affiliations
Member of American Institute of Certified Public Accountants (AICPA);

Member of CT Society of Certified Public Accountants (CSCPA)