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Matthew Snead

Matthew Snead

Owner and Agent · SafeState Insurance Group, Snead Agency

St. Johns County, Rivertown

Independent insurance broker helping families and business owners compare real options with clarity.

  • Insurance
  • Commercial insurance
  • Finance
In banking, wealth and insurance

7+ yrs

In banking, wealth and insurance

Opened SafeState Insurance Group- Snead Agency

2026

Opened SafeState Insurance Group- Snead Agency

Insurance lines offered

7

Insurance lines offered

Associate Private Banker at Morgan Stanley

2 yrs

Associate Private Banker at Morgan Stanley

About.

Matthew is the business owner of SafeState Insurance Group- Snead Agency in Saint Johns, Florida. His agency covers auto, home, life, pet, motorcycle and boat, umbrella and RV insurance for families and individuals in the area.

Before opening his agency in 2026, Matthew spent several years in banking and financial planning, with roles at Bank of America, Orange Bank & Trust Company and Morgan Stanley. He later worked as an insurance professional and paraplanner at Life Planning Partners and as an employee benefits strategist at KMS Financial Group, which gives him a broad view of how insurance fits into a household's larger financial picture.

Track record.

  • Business owner of SafeState Insurance Group- Snead Agency since March 2026
  • Employee Benefits Strategist at KMS Financial Group in Jacksonville
  • Insurance Professional and Paraplanner at Life Planning Partners Inc
  • Associate Private Banker at Morgan Stanley from 2021 to 2023
  • Licensed in Florida as a 2-20 General Lines (Property & Casualty) agent and a 2-15 Life, Health & Variable Contracts agent

Experience.

  1. Business Owner

    SafeState Insurance Group- Snead Agency

    2026 to Present · Saint Johns, Florida

  2. Employee Benefits Strategist

    KMS Financial Group

    2025 to 2026 · Jacksonville, Florida

  3. Insurance Professional & Paraplanner

    Life Planning Partners Inc

    2023 to 2025

  4. Associate Private Banker

    Morgan Stanley

    2021 to 2023

  5. Portfolio Manager

    Orange Bank & Trust Company

    2020 to 2022

  6. Relationship Manager

    Bank of America

    2019 to 2022

What you can ask Matthew about.

  • Insurance
  • Finance
  • Commercial insurance

Education.

  • Johnson & Wales University

    Bachelor of Applied Science - BASc, Sports, Entertainment, Event Management

Nobody builds alone.

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