No charge- It isvalueAdded$500,000JudyBlotz$250,000$25PrivateBankingAttorneyAccountSummaryin SymitarSubmit aWealthManage-mentReferralLargeBalances$500Workwith onepersonAgentGood daytimephonenumberSuccessorTrusteeInvestmentTrustCompanyAny boxthat isavailableEntInvestmentServicesLoansSheriGagliardiPersonalRepKnowledgeCenter, Product& Services -Private Banking401KBoth WealthMgt. &Invest.ServicesNo charge- It isvalueAdded$500,000JudyBlotz$250,000$25PrivateBankingAttorneyAccountSummaryin SymitarSubmit aWealthManage-mentReferralLargeBalances$500Workwith onepersonAgentGood daytimephonenumberSuccessorTrusteeInvestmentTrustCompanyAny boxthat isavailableEntInvestmentServicesLoansSheriGagliardiPersonalRepKnowledgeCenter, Product& Services -Private Banking401KBoth WealthMgt. &Invest.Services

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