The Keystone Group - Morgan Stanley Team - Camp Hill, PA
Morgan Stanley
The Keystone Group
at Morgan Stanley
214 Senate Avenue
7th Floor
Camp Hill, PA 17011
tel: (717) 730-1800
toll-free: (800) 237-1700
fax: (717) 730-1894

W. Craig McLean
W. Craig McLean, CIMA
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Senior Portfolio Manager
tel: (717) 730-1870
toll-free: (800) 237-1700
fax: (717) 730-1894
Professional Details
  • Series 3, 7, 8, 15 & 65 Licensed
  • Insurance Licenses
W. Craig McLean, CIMA  holds the following registrations:
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MD, MI, MS, NC, NJ, NM, NV, NY, OH, PA, PR, SC, TN, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Bradley T. Forman
Bradley T. Forman
Senior Vice President
Financial Advisor
Senior Portfolio Manager
tel: (717) 730-1853
toll-free: (800) 237-1700
fax: (717) 730-1894
Professional Details
  • Series 7, 63 & 3 Licensed
  • Insurance Licensed
  • B.S.
    George Washington University
  • Harrisburg University
    Board Member
Bradley T. Forman holds the following registrations:
Securities Agent: AL, CA, CO, FL, GA, IL, MD, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Daryl L. Holmes
Daryl L. Holmes
Vice President
Financial Advisor
tel: (717) 730-1834
toll-free: (800) 237-1700
fax: (717) 730-1894
Daryl L. Holmes holds the following registrations:
BM/Supervisor; Securities Agent: AL, CA, DC, DE, FL, GA, IL, KS, KY, LA, MD, MN, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative;

Richard Lybarger
Richard Lybarger, CFP
Vice President
Financial Advisor
Financial Planning Specialist
tel: (717) 730-1806
toll-free: (800) 237-1700
fax: (717) 730-1894
Professional Details
  • Series 7, 31 & 63 Licensed
  • Insurance Licensed
  • B.S. - Public Administration
    Shippensburg University
  • Susquehanna Valley Estate Planning
    President
Richard Lybarger, CFP  holds the following registrations:
Securities Agent: AL, AZ, CA, CT, DE, FL, GA, IL, KY, MD, NC, NJ, NY, OR, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Dennis L. Shank
Dennis L. Shank, CFP, CFA
First Vice President
Financial Advisor
Portfolio Manager
Financial Planning Specialist
tel: (717) 730-1856
toll-free: (800) 237-1700
fax: (717) 730-1894
Professional Details
  • Series 1, 3, 5, 15, 63, 65 & PC - Put & Call In-House Options Licensed
  • Insurance Licensed
  • Certified Financial Planner
  • Chartered Financial Analyst
  • BS
    Pennsylvania State University
  • MS
    College For Financial Planning
Dennis L. Shank, CFP , CFA  holds the following registrations:
Securities Agent: AL, CA, CT, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Debra Koons
Registered Client Service Associate
tel: (717) 730-1814
fax: (717) 730-1894
Professional Details
  • Series 7 & 63 Licensed

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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