Any boxthat isavailablePersonalRepresentative$25$500,000AccountSummaryin SymitarLoansLargeBalances401KWealthManagementreferralAgentPrivateBankingNo charge- valueaddedEntInvestmentServicesJudyBlotzBoth WealthManagement& InvestmentServices databases$250,000Workwith onepersonAttorneySuccessorTrusteeGooddaytimephonenumber$500KnowledgeCenter,Products& Services,Private BankingInvestmentTrustCompanySheriGagliardiAny boxthat isavailablePersonalRepresentative$25$500,000AccountSummaryin SymitarLoansLargeBalances401KWealthManagementreferralAgentPrivateBankingNo charge- valueaddedEntInvestmentServicesJudyBlotzBoth WealthManagement& InvestmentServices databases$250,000Workwith onepersonAttorneySuccessorTrusteeGooddaytimephonenumber$500KnowledgeCenter,Products& Services,Private BankingInvestmentTrustCompanySheriGagliardi

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