Founding Partner

Melissa Grass

Phone Number:

(210) 287-5465

Email:

Chief Executive Officer

Melissa started her career in the financial industry 29 years ago. Prior to opening her own Registered Investment Advisory firm,  Freedom Financial Advisors, she served as Managing Director for companies such as MetLife, AIG and TransAmerica in both WV and TX. She hired, trained and helped develop hundreds of talented agents during her years as a director for those companies. Other experience includes serving as a Senior Financial Advisor at an investment firm affiliated with a bank holding company and also working with the prestigious Mellon Bank’s high net wealth management department. Melissa has also served as an expert witness assisting attorneys in client representation, in wrongful and unethical insurance practices.

Melissa is a published author and was recently featured in a federal benefits and education magazine for her work assisting clients in preparing for retirement. She has received numerous awards throughout her career.  She most recently ranked in the Top 10 advisors in the nation for her production and ethics in 2021 and 2022 with Brokers International.  Then in 2024 she was inducted into the prestigious, Marquis Who’s Who registry.

Melissa is also the CEO of Freedom Financial Insurance Group and Freedom Federal Educators, a government contractor that provides educational services to government agencies HR departments and federal employees.  She is a certified Federal Retirement Consultant (sm) FRC and is certified in retirement planning for federal employees.

Marquis Who's Who Press Release

ABC News, WCHS "Ask The Expert"