
- 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.
Business Owner
SafeState Insurance Group- Snead Agency
2026 to Present · Saint Johns, Florida
Employee Benefits Strategist
KMS Financial Group
2025 to 2026 · Jacksonville, Florida
Insurance Professional & Paraplanner
Life Planning Partners Inc
2023 to 2025
Associate Private Banker
Morgan Stanley
2021 to 2023
Portfolio Manager
Orange Bank & Trust Company
2020 to 2022
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.
Send Matthew one specific question. It goes straight to their inbox.