Good daytimephonenumber$25SheriGagliardiSuccessorTrustee$250,000401KLargeBalancesWorkwith onepersonAny boxthat isavailableAgentSubmit aWealthManage-mentReferralInvestmentTrustCompanyAttorneyLoansNo charge- It isvalueAdded$500EntInvestmentServicesAccountSummaryin SymitarBoth WealthMgt. &Invest.ServicesPrivateBankingJudyBlotzPersonalRep$500,000KnowledgeCenter, Product& Services -Private BankingGood daytimephonenumber$25SheriGagliardiSuccessorTrustee$250,000401KLargeBalancesWorkwith onepersonAny boxthat isavailableAgentSubmit aWealthManage-mentReferralInvestmentTrustCompanyAttorneyLoansNo charge- It isvalueAdded$500EntInvestmentServicesAccountSummaryin SymitarBoth WealthMgt. &Invest.ServicesPrivateBankingJudyBlotzPersonalRep$500,000KnowledgeCenter, Product& Services -Private Banking

Wealth Management - 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. Good day time phone number
  2. $25
  3. Sheri Gagliardi
  4. Successor Trustee
  5. $250,000
  6. 401K
  7. Large Balances
  8. Work with one person
  9. Any box that is available
  10. Agent
  11. Submit a Wealth Manage-ment Referral
  12. Investment Trust Company
  13. Attorney
  14. Loans
  15. No charge - It is value Added
  16. $500
  17. Ent Investment Services
  18. Account Summary in Symitar
  19. Both Wealth Mgt. & Invest. Services
  20. Private Banking
  21. Judy Blotz
  22. Personal Rep
  23. $500,000
  24. Knowledge Center, Product & Services -Private Banking