• Spencer Berkinshaw

    Client Service Associate

Spencer joined the Family Wealth Planning Group in 2014. He is responsible for Wealth Management System updates, client relations, communications and special marketing projects. Spencer works frequently with our NextGen clients.

In 2013, he received his Bachelor's Degree from the University of Central Florida. Before joining the Family Wealth Planning Group, he held a marketing position at FineMark National Bank and Trust where he used his creativity for various marketing projects.

Spencer has lived in Naples for over 20 years. Spencer enjoys exercising, photography and water activities such as fishing and paddle boarding is his free time.