Michelle Davis

Executive Office Assistant

michelle photo

Comes from a family of accountants and engineers

enjoys traveling to the Cape, fishing, hiking and fine dining

Direct Phone: 508-475-3836
Fax Line: 508-616-4431
mdavis@ccrwealth.com

 

Michelle is CCR’s Executive Office Assistant. While everyday differs, she focuses on maintaining the office space and ensures that everything is running smoothly. Acting as the go-to person for just about anything, she handles important tasks such as taking care of client appreciation, organizing and reordering supplies, as well as making sure each employee has everything they need.

Coming from a family of accountants and engineers, she has always been involved in the world of finances. Prior to joining CCR in 2021, Michelle was handling all the accounting and paperwork for her father’s engineering company. Planning on returning to college in the near future, she wishes to obtain a degree in Business and Finance so she can then start off as a Client Services Specialist. In her spare time, Michelle enjoys traveling to the Cape, fishing, hiking and fine dining.