Biography
Andrew McKay is an International Investment Advisor at Cross Border Wealth. Based in the firm’s Lisbon, Portugal office, he works with U.S.-connected individuals to address the complexities of managing wealth across borders.
He brings over 20 years of experience in financial services, having held advisory and financial services positions across the U.S., Europe, the Middle East, and Asia. His career began with a focus on U.S. retirement accounts and expanded into broader cross-border financial planning, investment management, and risk analysis. Later, he worked with several international financial firms, advising globally mobile clients on retirement and portfolio strategies.
Andrew holds a Level 6 certification from the Chartered Institute for Securities and Investment (CISI) - the leading professional body for securities, wealth and financial planning professionals - and has acquired Series 6, 7, 63, and 66 licenses from the Financial Industry Regulatory Authority (FINRA).
At Cross Border Wealth, he helps U.S.-connected global individuals with:
- Cross-border financial planning
- Overseas wealth management
- Tailored investment and portfolio advisory
- Navigating multi-jurisdiction complexities
Outside of work, Andrew enjoys golf, tennis, and has a passion for exploring new destinations through travel.
International Investment Advisor, Cross Border Wealth
Financial Advisor, Skybound Wealth Management
Financial Advisor, Elevations Credit Union
Financial Advisor, Edward Jones
VP of Recruiting, Royal Alliance Associates
Regional Director- Business Development, LPL Financial
Regional Vice President, RS Investments
Regional Vice President, Old Mutual Capital
Internal Wholesaler, Transamerica Capital
Over Two Decades
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Series 6, 7, 63 & 66
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Level 6
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