AttorneyKnowledgeCenter, Product& Services -Private Banking$500,000Good daytimephonenumberWorkwith oneperson401KAgent$25SheriGagliardiLargeBalancesBoth WealthMgt. &Invest.Services$500EntInvestmentServicesLoansAny boxthat isavailablePrivateBankingInvestmentTrustCompany$250,000SuccessorTrusteeNo charge- It isvalueAddedPersonalRepAccountSummaryin SymitarSubmit aWealthManage-mentReferralJudyBlotzAttorneyKnowledgeCenter, Product& Services -Private Banking$500,000Good daytimephonenumberWorkwith oneperson401KAgent$25SheriGagliardiLargeBalancesBoth WealthMgt. &Invest.Services$500EntInvestmentServicesLoansAny boxthat isavailablePrivateBankingInvestmentTrustCompany$250,000SuccessorTrusteeNo charge- It isvalueAddedPersonalRepAccountSummaryin SymitarSubmit aWealthManage-mentReferralJudyBlotz

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