No charge- It isvalueAddedSheriGagliardiAttorney$500JudyBlotzKnowledgeCenter, Product& Services -Private BankingAgentEntInvestmentServices$25Any boxthat isavailableSubmit aWealthManage-mentReferralLargeBalances$250,000LoansAccountSummaryin Symitar$500,000Workwith onepersonPrivateBankingGood daytimephonenumberBoth WealthMgt. &Invest.ServicesInvestmentTrustCompanySuccessorTrusteePersonalRep401KNo charge- It isvalueAddedSheriGagliardiAttorney$500JudyBlotzKnowledgeCenter, Product& Services -Private BankingAgentEntInvestmentServices$25Any boxthat isavailableSubmit aWealthManage-mentReferralLargeBalances$250,000LoansAccountSummaryin Symitar$500,000Workwith onepersonPrivateBankingGood daytimephonenumberBoth WealthMgt. &Invest.ServicesInvestmentTrustCompanySuccessorTrusteePersonalRep401K

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