AccountSummaryin Symitar$500,000Good DayTimePhoneNumberJudyBlotzKnowledgeCenter,Products &Services,Private BankingBoth WealthManagement &Ent InvestmentServices databases$250,000$500InvestmentTrustCompanyAttorneyLoansWorkwith onepersonSheriGagliardiPersonalRepresentativeAgent401KLargeBalancesEntInvestmentServicesSuccessorTrusteePrivateBankingNo charge- valueadded$25Any boxthat isavailableSubmita TrustReferralAccountSummaryin Symitar$500,000Good DayTimePhoneNumberJudyBlotzKnowledgeCenter,Products &Services,Private BankingBoth WealthManagement &Ent InvestmentServices databases$250,000$500InvestmentTrustCompanyAttorneyLoansWorkwith onepersonSheriGagliardiPersonalRepresentativeAgent401KLargeBalancesEntInvestmentServicesSuccessorTrusteePrivateBankingNo charge- valueadded$25Any boxthat isavailableSubmita TrustReferral

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