Workwith onepersonLoans$250,000Both WealthManagement &Ent InvestmentServices databasesEntInvestmentServicesAttorneyLargeBalances$500,000PersonalRepresentative$25Submita TrustReferral401KNo charge- valueaddedSuccessorTrusteeInvestmentTrustCompanyJudyBlotzPrivateBankingSheriGagliardiKnowledgeCenter,Products &Services,Private BankingAccountSummaryin SymitarAny boxthat isavailableGood DayTimePhoneNumberAgent$500Workwith onepersonLoans$250,000Both WealthManagement &Ent InvestmentServices databasesEntInvestmentServicesAttorneyLargeBalances$500,000PersonalRepresentative$25Submita TrustReferral401KNo charge- valueaddedSuccessorTrusteeInvestmentTrustCompanyJudyBlotzPrivateBankingSheriGagliardiKnowledgeCenter,Products &Services,Private BankingAccountSummaryin SymitarAny boxthat isavailableGood DayTimePhoneNumberAgent$500

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. Work with one person
  2. Loans
  3. $250,000
  4. Both Wealth Management & Ent Investment Services data bases
  5. Ent Investment Services
  6. Attorney
  7. Large Balances
  8. $500,000
  9. Personal Representative
  10. $25
  11. Submit a Trust Referral
  12. 401K
  13. No charge - value added
  14. Successor Trustee
  15. Investment Trust Company
  16. Judy Blotz
  17. Private Banking
  18. Sheri Gagliardi
  19. Knowledge Center, Products & Services, Private Banking
  20. Account Summary in Symitar
  21. Any box that is available
  22. Good Day Time Phone Number
  23. Agent
  24. $500