Both WealthMgt. &Invest.ServicesAttorneyAgentInvestmentTrustCompanyPrivateBanking$500$25JudyBlotzEntInvestmentServices401KNo charge- It isvalueAddedSuccessorTrusteeSheriGagliardiLoansSubmit aWealthManage-mentReferralGood daytimephonenumber$500,000$250,000AccountSummaryin SymitarKnowledgeCenter, Product& Services -Private BankingPersonalRepLargeBalancesAny boxthat isavailableWorkwith onepersonBoth WealthMgt. &Invest.ServicesAttorneyAgentInvestmentTrustCompanyPrivateBanking$500$25JudyBlotzEntInvestmentServices401KNo charge- It isvalueAddedSuccessorTrusteeSheriGagliardiLoansSubmit aWealthManage-mentReferralGood daytimephonenumber$500,000$250,000AccountSummaryin SymitarKnowledgeCenter, Product& Services -Private BankingPersonalRepLargeBalancesAny boxthat isavailableWorkwith oneperson

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