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Our financial advice team


Sudhir K Agrawal, Private Wealth Advisor serving the Germantown, TN area - Ameriprise Advisors

Sudhir K Agrawal

CFP®, CPA, CDFA®

Private Wealth Advisor

Ami Financial Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 29 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • CDFA® Certified Divorce Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor'of Business Administration, University Of Memphis, Memphis TN

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Ameriprise Circle of Success, 2018-2023
  • Five Star Wealth Manager, 2012-2018, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Board member -University of Memphis Foundation

Board Member - Facing History and Ourselves.

Past Chair Fund Development - Porter-Leath

Past President - Board of Trustees, Memphis Museum Systems, Memphis, TN

Past President, Memphis Chapter of Tennessee Society of Certified Public Accountants

Past Board of Governers, Community Foundation of Greater Memphis.

Past Board of Trustees, India Cultural Center & Temple, Eads, TN

Past Treasurer, Leadership Memphis, Memphis TN

Interests

  • I enjoy traveling with my wife & daughters.
  • Duplicate bridge, Biking & of course Yoga.

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Ami Financial Group team. This achievement would not have been possible without you.