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Ronald Milone CPA*, CFP®

Partner - Tax & Business
Watch and Money
 
555 Long Wharf Drive
12th Floor
New Haven, CT 06511

203.781.9660
ronald.milone@marcumllp.com
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*Licensed by the State of Connecticut

Ronald Milone serves as a Partner in the Tax and Business Services division of the Firm's New Haven, Connecticut office. He serves as a personal financial planning specialist for his clients and is a Financial Industry Regulatory Authority (FINRA) registered representative. He also holds a producer license in the areas of life and health insurance.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Connecticut Society of Certified Public Accountants (CTCPA)
  • New Haven Chamber Small Business Council
  • The Diaper Bank, Board of Directors
Licenses
  • Series 6
  • Series 66
  • Life and Health Insurance
  • Fixed and Variable Annuities
Subject Matter Expertise

Business Taxation
Personal Taxation
Tax Compliance
Retirement Planning
Personal Financial Planning
Wealth Management

Practice Focus

Law Firms
Insurance Agencies
High-Net-Worth Individuals

Education

Master of Business Administration
University of Connecticut

Bachelor of Science, Accounting
University of Connecticut

Securities products and services are offered through: Wadsworth Investment Co., Inc. located in North Haven, CT. Members FINRA and SIPC.

Securities and Insurance Products:
Investments are Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guaranteed by a Bank.

Accreditations & Designations

Certified Financial Planner

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