No charge- valueaddedLoans$500,000$250,000SheriGagliardi401KAgentAttorneyBoth WealthManagement &Ent InvestmentServices databasesJudyBlotzKnowledgeCenter,Products &Services,Private BankingInvestmentTrustCompanyAccountSummaryin SymitarAny boxthat isavailableSubmita TrustReferral$500EntInvestmentServices$25PrivateBankingLargeBalancesSuccessorTrusteeWorkwith onepersonGood DayTimePhoneNumberPersonalRepresentativeNo charge- valueaddedLoans$500,000$250,000SheriGagliardi401KAgentAttorneyBoth WealthManagement &Ent InvestmentServices databasesJudyBlotzKnowledgeCenter,Products &Services,Private BankingInvestmentTrustCompanyAccountSummaryin SymitarAny boxthat isavailableSubmita TrustReferral$500EntInvestmentServices$25PrivateBankingLargeBalancesSuccessorTrusteeWorkwith onepersonGood DayTimePhoneNumberPersonalRepresentative

Wealth Management Bingo - 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 - value added
  2. Loans
  3. $500,000
  4. $250,000
  5. Sheri Gagliardi
  6. 401K
  7. Agent
  8. Attorney
  9. Both Wealth Management & Ent Investment Services data bases
  10. Judy Blotz
  11. Knowledge Center, Products & Services, Private Banking
  12. Investment Trust Company
  13. Account Summary in Symitar
  14. Any box that is available
  15. Submit a Trust Referral
  16. $500
  17. Ent Investment Services
  18. $25
  19. Private Banking
  20. Large Balances
  21. Successor Trustee
  22. Work with one person
  23. Good Day Time Phone Number
  24. Personal Representative