Both WealthMgmt. &Invest.ServicesAccountsummaryin SymitarPrivateBankingPersonalRepAccountsummaryin symitar1.2% oftotalassetsany boxthat isavailable90daysJudyBlotzSuccessorTrusteeAgentno charge- it isvalueadded1% oftotalassets$500largebalances401KEntInvestmentServicesKnowledgeCenter-Products &Services -PB$25$500,000loansAttorney$250,000InvestmentTrustCompanyBoth WealthMgmt. &Invest.ServicesAccountsummaryin SymitarPrivateBankingPersonalRepAccountsummaryin symitar1.2% oftotalassetsany boxthat isavailable90daysJudyBlotzSuccessorTrusteeAgentno charge- it isvalueadded1% oftotalassets$500largebalances401KEntInvestmentServicesKnowledgeCenter-Products &Services -PB$25$500,000loansAttorney$250,000InvestmentTrustCompany

Wealth Management Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Both Wealth Mgmt. & Invest. Services
  2. Account summary in Symitar
  3. Private Banking
  4. Personal Rep
  5. Account summary in symitar
  6. 1.2% of total assets
  7. any box that is available
  8. 90 days
  9. Judy Blotz
  10. Successor Trustee
  11. Agent
  12. no charge - it is value added
  13. 1% of total assets
  14. $500
  15. large balances
  16. 401K
  17. Ent Investment Services
  18. Knowledge Center- Products & Services - PB
  19. $25
  20. $500,000
  21. loans
  22. Attorney
  23. $250,000
  24. Investment Trust Company