A Day in the Life of a Client Service Manager at PFG Private Wealth Management, LLC

I have recently stepped into the role of a Client Service Manager at PFG Private Wealth Management, LLC and thought I would share a ‘day in the life’ of a Client Services Manager at PFG Private Wealth Management, LLC.

What does your morning look like?

Lists, lists and lists. Hand-written lists. Any type of list you can think of. My life basically runs according to one big list!

I start my day by, no surprise, making a list.1 I organize and prioritize my tasks at hand by their deadline date. Now at first glance this sounds easy, but there is no way to predict the unexpected tasks that come my way throughout the day and have found it is necessary to leave time for the unexpected…’plan for the unplanned.’

I put aside a half hour every morning to meet with our Client Support Specialist, Breeana Bolton to review and compare each of our lists. Bre began her role in June and has been a wonderful addition to our Client Service Team.

What are you responsible for?

My main responsibility is ensuring that every client receives exceptional service and that we are continuing to exceed your expectations. In addition to this, I am also responsible for the marketing and the day-to-day operations of the firm. From updating our website and Facebook page to brainstorming new marketing ideas and pitching them to the rest of the firm, these tasks are my responsibility.

What is your favorite thing about working at PFG Private Wealth Management?

The atmosphere. The friendliness of the employees and clients. I can always count on laughing when I show up to work.

I can count on Bre smiling at me and asking me how my morning is going, followed by Andy walking in and saying “morning” to the entire office, normally with a Dunkin Doughnuts coffee in his hand. I will then hear a “good morning” and the top pop off a Mountain Dew can and know that Jeff is here and is most likely going to crack a joke or two to get us laughing in the morning. I can count on Bob to come in and ask me how my morning or weekend was and offer his help with anything I need.

In my interview I was told that the clients of PFG are like family. Working in my position I can attest that is true. Our clients are not just known as a name on a sheet of paper. We know our clients by who they are… their hobbies, their likes and dislikes, where they want to be in five or ten years, who their families are, etc. I enjoy meeting new people and learning about them, which is why this position is very rewarding to me.

Does PFG Private Wealth Management give back to the community?


We have recently partnered with Meals On Wheels of Tampa to deliver meals twice a month to homebound individuals.

We are also in the works of partnering with Adopt-a-Highway to keep the streets of Tampa Bay beautiful. 

1After two cups of coffee


If there are any questions you would like for me to answer, please feel free to contact me.

Jordan Lansford



PFG Private Wealth Management, LLC is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. This material and information are not intended to provide tax or legal advice.    Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.  Insurance products and services are offered and sold through Perry Financial Group and individually licensed and appointed insurance agents.