$500,000SheriGagliardi$250,000InvestmentTrustCompanyNo charge- It isvalueAddedPersonalRepKnowledgeCenter, Product& Services -Private BankingWorkwith onepersonBoth WealthMgt. &Invest.ServicesAny boxthat isavailablePrivateBankingLoansEntInvestmentServicesLargeBalances401KGood daytimephonenumberAgentAttorneyJudyBlotzSubmit aWealthManage-mentReferralAccountSummaryin Symitar$500$25SuccessorTrustee$500,000SheriGagliardi$250,000InvestmentTrustCompanyNo charge- It isvalueAddedPersonalRepKnowledgeCenter, Product& Services -Private BankingWorkwith onepersonBoth WealthMgt. &Invest.ServicesAny boxthat isavailablePrivateBankingLoansEntInvestmentServicesLargeBalances401KGood daytimephonenumberAgentAttorneyJudyBlotzSubmit aWealthManage-mentReferralAccountSummaryin Symitar$500$25SuccessorTrustee

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