William Myrick

William Myrick is an Associate at R.M. Davis in Portland, Maine, where he supports portfolio management, client service, and investment operations. As a Client Support Associate, his responsibilities focus on executing trade instructions, maintaining portfolio records, and serving as a key point of contact for clients’ day-to-day account needs. While his current role emphasizes operational support and broad client service rather than a specific sector or asset class, he contributes to the firm’s work across a range of private wealth management portfolios, including equities, fixed income, and multi-asset strategies.

Prior to joining R.M. Davis in May 2022, William was a Client Relationship Associate at Fidelity Investments, where he provided guidance on retirement accounts and brokerage products, and earlier held a client relations position at Norway Savings Bank. This background has given him hands-on expertise in financial services, including direct client advisory and operational experience in both wealth management and retail banking environments.

William holds a Bachelor of Science in Finance from Roger Williams University, equipping him with a solid analytical foundation for the investment industry. He is recognized for his ability to support high-net-worth clients and internal teams efficiently, contributing to smooth portfolio management and compliance. His experience spans operational support for diverse asset classes and a commitment to client-focused service in the wealth management sector.