R.M. Davis
Denise Fredette is a skilled finance and operations administrator currently employed at R.M. Davis since September 2022. In addition, Denise owns and operates Admin Services by Denise, providing consulting and administrative services, including QuickBooks support and bookkeeping, since January 2020. Denise previously served as the office manager at Pelletier, Chase & Associates for 24 years, overseeing various administrative functions within a certified public accounting firm. Denise has also worked as a customer service representative at L.L.Bean and as an intern at Sweetser - Children's Crisis Unit, where support was provided to children with behavioral challenges. Denise began a career in management with UNICCO Service Company, supervising custodial workers. Academic qualifications include a Bachelor of Arts in Social & Behavioral Sciences from the University of Southern Maine and an Associate's degree in Office Administration from Casco Bay College.
R.M. Davis
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~