No charge- It isvalueAddedAny boxthat isavailableSheriGagliardi$25KnowledgeCenter, Product& Services -Private BankingPrivateBankingInvestmentTrustCompany$500,000LoansAttorney$500AccountSummaryin SymitarBoth WealthMgt. &Invest.ServicesJudyBlotzLargeBalancesAgentSuccessorTrustee$250,000Submit aWealthManage-mentReferralWorkwith oneperson401KEntInvestmentServicesGood daytimephonenumberPersonalRepNo charge- It isvalueAddedAny boxthat isavailableSheriGagliardi$25KnowledgeCenter, Product& Services -Private BankingPrivateBankingInvestmentTrustCompany$500,000LoansAttorney$500AccountSummaryin SymitarBoth WealthMgt. &Invest.ServicesJudyBlotzLargeBalancesAgentSuccessorTrustee$250,000Submit aWealthManage-mentReferralWorkwith oneperson401KEntInvestmentServicesGood daytimephonenumberPersonalRep

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. Any box that is available
  3. Sheri Gagliardi
  4. $25
  5. Knowledge Center, Product & Services -Private Banking
  6. Private Banking
  7. Investment Trust Company
  8. $500,000
  9. Loans
  10. Attorney
  11. $500
  12. Account Summary in Symitar
  13. Both Wealth Mgt. & Invest. Services
  14. Judy Blotz
  15. Large Balances
  16. Agent
  17. Successor Trustee
  18. $250,000
  19. Submit a Wealth Manage-ment Referral
  20. Work with one person
  21. 401K
  22. Ent Investment Services
  23. Good day time phone number
  24. Personal Rep