
Ronald R. Milone
CPA*, CFP
*Licensed by the State of Connecticut
Partner
Tax & Business
About Ronald
Ronald R. Milone serves as a partner in the Tax & Business Services division of the Firm’s Long Wharf Drive office in New Haven, Connecticut. 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