Andrew McKay

Andrew McKay is an International Investment Advisor at Cross Border Wealth, specializing in helping U.S.-connected global individuals navigate 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).
 
Based in the firm’s Lisbon, Portugal office, Andrew 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.