LargeBalancesInvestmentTrustCompanyWorkwith onepersonNo charge- valueadded$25$500,000Any boxthat isavailablePrivateBankingSubmita TrustReferralBoth WealthManagement &Ent InvestmentServices databasesGood DayTimePhoneNumber$250,000SuccessorTrusteeSheriGagliardiJudyBlotzLoans$500AgentAttorneyKnowledgeCenter,Products &Services,Private BankingAccountSummaryin Symitar401KEntInvestmentServicesPersonalRepresentativeLargeBalancesInvestmentTrustCompanyWorkwith onepersonNo charge- valueadded$25$500,000Any boxthat isavailablePrivateBankingSubmita TrustReferralBoth WealthManagement &Ent InvestmentServices databasesGood DayTimePhoneNumber$250,000SuccessorTrusteeSheriGagliardiJudyBlotzLoans$500AgentAttorneyKnowledgeCenter,Products &Services,Private BankingAccountSummaryin Symitar401KEntInvestmentServicesPersonalRepresentative

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