Workwith onepersonJudyBlotzNo charge- It isvalueAddedKnowledgeCenter, Product& Services -Private BankingLargeBalancesAgentGood daytimephonenumber401KPrivateBankingSuccessorTrusteePersonalRep$250,000$500,000EntInvestmentServices$500SheriGagliardiAccountSummaryin SymitarBoth WealthMgt. &Invest.ServicesLoansSubmit aWealthManage-mentReferralInvestmentTrustCompanyAny boxthat isavailableAttorney$25Workwith onepersonJudyBlotzNo charge- It isvalueAddedKnowledgeCenter, Product& Services -Private BankingLargeBalancesAgentGood daytimephonenumber401KPrivateBankingSuccessorTrusteePersonalRep$250,000$500,000EntInvestmentServices$500SheriGagliardiAccountSummaryin SymitarBoth WealthMgt. &Invest.ServicesLoansSubmit aWealthManage-mentReferralInvestmentTrustCompanyAny boxthat isavailableAttorney$25

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