$500No charge- valueadded$25Attorney$250,000Submita TrustReferralPersonalRepresentativeBoth WealthManagement &Ent InvestmentServices databasesLargeBalancesInvestmentTrustCompany$500,000EntInvestmentServicesKnowledgeCenter,Products &Services,Private BankingLoansAgentGood DayTimePhoneNumberAny boxthat isavailablePrivateBanking401KJudyBlotzWorkwith onepersonSuccessorTrusteeAccountSummaryin SymitarSheriGagliardi$500No charge- valueadded$25Attorney$250,000Submita TrustReferralPersonalRepresentativeBoth WealthManagement &Ent InvestmentServices databasesLargeBalancesInvestmentTrustCompany$500,000EntInvestmentServicesKnowledgeCenter,Products &Services,Private BankingLoansAgentGood DayTimePhoneNumberAny boxthat isavailablePrivateBanking401KJudyBlotzWorkwith onepersonSuccessorTrusteeAccountSummaryin SymitarSheriGagliardi

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