Workwith oneperson$250,000AgentBoth WealthManagement& InvestmentServices databasesJudyBlotzEntInvestmentServicesPrivateBankingNo charge- valueadded$500,000401KWealthManagementreferralAttorneyLoansAny boxthat isavailableSheriGagliardiInvestmentTrustCompanyAccountSummaryin SymitarSuccessorTrustee$500LargeBalancesPersonalRepresentative$25GooddaytimephonenumberKnowledgeCenter,Products& Services,Private BankingWorkwith oneperson$250,000AgentBoth WealthManagement& InvestmentServices databasesJudyBlotzEntInvestmentServicesPrivateBankingNo charge- valueadded$500,000401KWealthManagementreferralAttorneyLoansAny boxthat isavailableSheriGagliardiInvestmentTrustCompanyAccountSummaryin SymitarSuccessorTrustee$500LargeBalancesPersonalRepresentative$25GooddaytimephonenumberKnowledgeCenter,Products& Services,Private Banking

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