Our Team at Morgan Stanley Shrewsbury Branch

About Matthew Beaulieu

Matt has 29 years of industry experience primarily with UBS Financial Services and predecessor firm PaineWebber. He spent the bulk of that time field leadership or field facing rolls.

From 2015 until 2023 he was a Branch Manager in UBS’s Flagship Office in NYC, responsible for 70 Financial Advisors and $20 billion in assets. Prior to that he was the COO of Private Wealth Management and separately, the Eastern Division, covering the eastern half of the US.

Matt also served as the Chief Risk Officer for UBS PWM, Lead Recruiting Officer, Complex Manager and Assistant Branch Manager.

He lives in Tinton Falls NJ with his wife Lisa. He enjoys yoga, golf and travel.

Education and Designations:
Matt has an M.A. in political science from West Virginia University and an M.B.A. for New York University. Matt is a Certified Exit Planning Advisor (CEPA).
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Matthew Wehmeyer

Matthew Wehmeyer is the Branch Administrator for the Shrewsbury, NJ Branch in the Coastal New Jersey Market, working in partnership with the management team to help Financial Advisors grow their business.

He began his career in Account Management and Recruiting. His expertise lies within client management, resolving client issues, vendor management, compliance, problem solving, collaboration, and support of the digital suite of products that Morgan Stanley offers.

Graduating from Mount Saint Mary’s University with a BS in Business, Matthew spent 4 years on the Swim Team where he served as Captain.

Matthew currently resides in Bradley Beach, NJ with his girlfriend Samantha. He enjoys going to the beach, traveling, and pickleball.

About Amy Carpenter

Amy Carpenter works for the Shrewsbury, NJ office of Morgan Stanley, where she has been the Business Service Officer since 2013. She has been in the financial services industry for 20 years, the past 16 of which have been in a management capacity in the Shrewsbury office.

Amy has a BA in Communication Studies from The College of New Jersey and holds the Series 7, 66, 9/10, and Life and Health Insurance licenses. She and her husband live in Monmouth County and spend their free time chauffeuring their three children to and from their never-ending sports and activities.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Zack Lajka

Zack Lajka is a Complex Risk Officer in the Coastal New Jersey Market at Morgan Stanley. He enjoys helping people with their roles and responsibilities while at the same time setting the standards for the organization. Long term, Zack wants the Risk Organization to be partners with the Financial Advisors. He wants candidates that are considering the SNJ complex at Morgan Stanley to see the value that risks brings to the table. Zack works on growing with the Financial Advisors in his complex, through collaboration in order to efficiently provide solutions. In addition as a core function of Risk, Zack keeps the Financial Advisors and Service Professionals updated on Regulatory changes, so they can spend more time servicing their clients.

Growing up as a first generation American, he learned that people should be treated with respect, regardless of their background. Zack began his career in the financial services industry in 1996 at Morgan Stanley Dean Witter Trust Company as a Customer Service Associate. Throughout his career at various financial institutions, he became registered, then worked towards his management licenses. Zack attended Baruch College City of New York, where he obtained a degree in Finance. In his personal time, Zack enjoys exploring NYC and hiking the peaks of New York’s ADK Park.

Interested in a Career at Morgan Stanley?

Financial Advisors

Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence to your clients.

Experienced Professionals

Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.

Branch Address

1030 Broad Street
3rd Fl
Shrewsbury, NJ 07702
US
Branch:
(732) 389-8300(732) 389-8300
Toll-Free:
(800) 631-2221(800) 631-2221
Fax:
(732) 544-9070(732) 544-9070

Details

We are conveniently located on Broad Street across the street from Trader Joe's and right next door to Panera Bread. There is plenty of unassigned parking, so park in whatever spot is available, including our Morgan Stanley "Reserved for Clients" spots.
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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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Awards Disclosures
CRC 6491812 04/2024