Submit aWealthManage-mentReferralLargeBalancesWorkwith oneperson401KAny boxthat isavailableSuccessorTrusteeKnowledgeCenter, Product& Services -Private BankingBoth WealthMgt. &Invest.Services$25AccountSummaryin SymitarPrivateBankingAttorneySheriGagliardiJudyBlotz$500,000$250,000AgentNo charge- It isvalueAdded$500EntInvestmentServicesPersonalRepLoansInvestmentTrustCompanyGood daytimephonenumberSubmit aWealthManage-mentReferralLargeBalancesWorkwith oneperson401KAny boxthat isavailableSuccessorTrusteeKnowledgeCenter, Product& Services -Private BankingBoth WealthMgt. &Invest.Services$25AccountSummaryin SymitarPrivateBankingAttorneySheriGagliardiJudyBlotz$500,000$250,000AgentNo charge- It isvalueAdded$500EntInvestmentServicesPersonalRepLoansInvestmentTrustCompanyGood daytimephonenumber

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