Wealth Management Bingo

Wealth Management Bingo Card
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This bingo card has a free space and 24 words: $250,000, loans, $500, Judy Blotz, Both Wealth Mgmt. & Invest. Services, $500,000, Personal Rep, Account summary in symitar, Private Banking, no charge - it is value added, Attorney, Successor Trustee, 1% of total assets, 90 days, Agent, Ent Investment Services, large balances, any box that is available, Knowledge Center- Products & Services - PB, 401K, $25, Investment Trust Company, 1.2% of total assets and Account summary in Symitar.

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