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Ronald Milone CPA*, CFP®

Partner – Tax & Business Services

Office Location
555 Long Wharf Drive
12th Floor
New Haven‚ CT 06511
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Ronald R. 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

  • Series 6
  • Series 66
  • Life and Health Insurance
  • Fixed and Variable Annuities

Accreditations & Designations
  • Certified Financial Planner™

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.

Areas of Expertise
  • Business Taxation
  • Personal Taxation
  • Tax Compliance
  • Retirement Planning
  • Personal Financial Planning
  • Wealth Management
Key Clients
  • Master of Business Administration
    University of Connecticut
  • Bachelor of Science, Accounting
    University of Connecticut
*Licensed by the State of Connecticut

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