$500,000AccountSummaryin SymitarKnowledgeCenter,Products& Services,Private BankingSuccessorTrusteeAny boxthat isavailable$500PrivateBankingWorkwith onepersonInvestmentTrustCompany$250,000Both WealthManagement& InvestmentServices databasesAgentSheriGagliardi401KEntInvestmentServicesNo charge- valueaddedLoansLargeBalancesWealthManagementreferralGooddaytimephonenumberPersonalRepresentativeJudyBlotz$25Attorney$500,000AccountSummaryin SymitarKnowledgeCenter,Products& Services,Private BankingSuccessorTrusteeAny boxthat isavailable$500PrivateBankingWorkwith onepersonInvestmentTrustCompany$250,000Both WealthManagement& InvestmentServices databasesAgentSheriGagliardi401KEntInvestmentServicesNo charge- valueaddedLoansLargeBalancesWealthManagementreferralGooddaytimephonenumberPersonalRepresentativeJudyBlotz$25Attorney

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