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

Biographies


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Bradley T. Forman

Senior Vice President-Wealth Management
Senior Portfolio Manager

Financial Advisor

Brad brings almost 35 years of experience to the service of his clients. He began his financial services career at a Morgan Stanley predecessor firm after managing his family’s clothing store in Lykens, PA for as long as it took to make him realize that providing people with sound financial advice was his true calling.

A founding member of The Keystone Group at Morgan Stanley, Brad embraced the Financial Advisor team concept long before it became commonplace in the industry. He understood that in an increasingly complex financial environment, clients could benefit from advice in investments, insurance, estate planning and other financial strategies.

Brad is a Morgan Stanley-credentialed Senior Portfolio Manager who provided clients with discretionary investment management for much of his career. Today, he plays a key role in The Keystone Group’s marketing and client relationship management efforts. A lifelong resident of the Harrisburg area, Brad is as committed to his community as he is to his clients. He served as Chair of the Harrisburg Mile for 25 years and is a past Chairman of CREDC, as well as a founding Board member of The Whitaker Center. In addition, Brad spent five years as chairman of the Dauphin County Industrial Development Authority and was a founding board member of Harrisburg University. He is currently honored as a Trustee Emeritus for both the Whitaker Center and CREDC.  

Brad is a graduate of George Washington University with a BA in Political Science. He resides in Harrisburg with his wife Chris and their four children.



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Richard A. Lybarger, CFP

Vice President -Wealth Management   
Financial Planning Specialist
Family Wealth Manager

Financial Advisor

Rick’s financial services career officially began in 1993, but it had its roots years before when he worked as a runner at the Philadelphia Stock Exchange while still in high school. Today, Rick provides clients with comprehensive financial planning services that encompass both sides of their personal balance sheets and virtually every aspect of their financial lives. The plans he creates contain tangible recommendations that may involve such diverse disciplines as cash flow management and lending solutions, estate planning, and insurance strategies.

Rick has earned the prestigious Certified Financial Planner (CFP) designation from The College of Financial Planning, as well as two Morgan Stanley credentials – Financial Planning Specialist and Family Wealth Manager – that affirm his ability to help clients pursue even their most challenging financial objectives.  Rick is a founding member of The Keystone Group at Morgan Stanley.

Rick graduated from Shippensburg University with a BS in Public Administration. He is active in his community, coaching youth soccer and serving on the Board of the Susquehanna Valley Estate Planning Council. He lives in Selinsgrove with his three children.


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Kang Su Lee
Financial Advisor
Portfolio Manager
Financial Planning Specialist

Kang Su has been working in the financial services industry since 1993 and joined Morgan Stanley in 2013.  He has worked with both individual investors and institutional investors here in United States as well as internationally.  He managed over $2 billion of assets in his previous position.  He has wide range of experience in the financial world and brings in-depth product knowledge.  

Kang Su believes financial planning is the central focus of assisting clients.   He is passionate about understanding his clients’ goals, objectives and needs in order to develop personalized strategies for his clients.

Kang Su graduated from University of California, Davis with a double major in Economics and Computer Science.  He and his wife, Lynnette, live in Hershey with their 4 children.  He is also a PADI Scuba Diving Instructor and volunteers his time with the Boy Scouts and his church.


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Susan Lobello

Portfolio Associate

With 25 years of financial services experience, Susan is The Keystone Group’s professional to whom you can turn to for service that simplifies your financial life. Collecting data for tax preparation, transferring assets, opening new accounts – Susan performs all these tasks with efficiency and enthusiasm. She is also licensed to execute trades when Financial Advisors are not available to help you liquidate a position or take advantage of an opportunity.

Susan began her financial services career in 1994 and spend 15 years at Merrill Lynch where she provided a team of portfolio managers with trading support. She joined Morgan Stanley in 2008 and worked at one of the firm’s Manhattan offices for five years before making the move to Lebanon County in 2013.

A native New Yorker, Susan attended Brooklyn College where she studied Business Administration. She currently resides in Annville with her husband and two children.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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