AccountSummaryin SymitarAny boxthat isavailableKnowledgeCenter,Products& Services,Private BankingJudyBlotzPrivateBanking$500,000SheriGagliardi401KWorkwith onepersonGooddaytimephonenumberBoth WealthManagement& InvestmentServices databases$25LargeBalancesInvestmentTrustCompanyPersonalRepresentativeAgentWealthManagementreferral$500SuccessorTrusteeLoans$250,000No charge- valueaddedEntInvestmentServicesAttorneyAccountSummaryin SymitarAny boxthat isavailableKnowledgeCenter,Products& Services,Private BankingJudyBlotzPrivateBanking$500,000SheriGagliardi401KWorkwith onepersonGooddaytimephonenumberBoth WealthManagement& InvestmentServices databases$25LargeBalancesInvestmentTrustCompanyPersonalRepresentativeAgentWealthManagementreferral$500SuccessorTrusteeLoans$250,000No charge- valueaddedEntInvestmentServicesAttorney

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