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
L-R Dennis Shank, Debra Koons, Bradley Forman, Wendy Flax, Darryl Holmes, Richard Lybarger, and Craig Mclean
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  is licensed in the following state(s): AL, AZ, CA, CO, DC, DE, FL, GA, HI, IL, MD, MI, MS, NC, NJ, NY, OH, OR, PA, PR, SC, TN, TX, VA, VT, WI, WV

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 is licensed in the following state(s): AL, CA, CO, CT, FL, GA, IL, MD, MT, NC, NJ, NY, OR, PA, TN, TX, VA, WI, WV

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 is licensed in the following state(s): CA, DC, DE, FL, GA, KS, KY, LA, MD, MN, NC, NJ, NY, OR, PA, SC, TN, TX, VA

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  is licensed in the following state(s): AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, KY, MD, NC, NJ, NY, OH, PA, TN, TX, VA, WI, WV

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  is licensed in the following state(s): AL, CA, CT, FL, GA, IL, LA, MA, MD, ME, NC, NJ, NM, OR, PA, SC, TN, UT, VA, WI, WV

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

Wendy Flax
Client Service Associate
tel: 717-730-1833

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
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.
pp:3166 mp: 2796