--- title: Advisor Focus - Andrew McKay description: Seasoned Senior Financial Advisor with over 20 years of expertise in retirement planning, investment management, and risk analysis. Holds prestigious certifications and licenses for cross-border financial planning. --- [Skip to content](https://crossborder-wealth.com/advisor-focus-andrew-mckay#main-content) [![CROSS BORDER | WEALTH](https://crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/POSITIVE%20BLUE.svg "CROSS BORDER | WEALTH")](https://crossborder-wealth-5213925.hs-sites.com/home?hsLang=en) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Weekly Articles](https://blog.crossborder-wealth.com/insights) - [Download Guides](https://info.crossborder-wealth.com/guides-form) - [Monthly Newsletter](https://info.crossborder-wealth.com/insights-subscription) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) ![Andrew McKay](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/AI%20SECTA/AI%202026/AI%202026%20Framed%20-%20Andrew%20M.png?width=250&height=250&name=AI%202026%20Framed%20-%20Andrew%20M.png "Andrew McKay") # Andrew McKay ### Senior International Investment Advisor [biography](https://crossborder-wealth.com/advisor-focus-andrew-mckay?hsLang=en#biography) [highlights](https://crossborder-wealth.com/advisor-focus-andrew-mckay?hsLang=en#highlights) [connect](https://crossborder-wealth.com/advisor-focus-andrew-mckay?hsLang=en#connect)   ## Biography Andrew McKay is a Senior 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. 2026 - Present ### Senior International Investment Advisor, Cross Border Wealth 2024 - 2026 ### International Investment Advisor, Cross Border Wealth 2024 ### Financial Advisor, Skybound Wealth Management 2021 - 2024 ### Financial Advisor, Elevations Credit Union 2019 - 2021 ### Financial Advisor, Edward Jones 2016 - 2019 ### VP of Recruiting, Royal Alliance Associates 2013 - 2016 ### Regional Director- Business Development, LPL Financial 2008 - 2013 ### Regional Vice President, RS Investments 2004 - 2007 ### Regional Vice President, Old Mutual Capital 2000 - 2004 ### Internal Wholesaler, Transamerica Capital ## Highlights | ### Over Two Decades of Experience | ### Series 6, 7, 63 & 66 FINRA Licences | ### Level 6 UK Qualified | | --- | --- | --- |   [Schedule a Call](https://info.crossborder-wealth.com/meeting-scheduler?hsLang=en) [![Cross Border Wealth](https://crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/FAVICON%20POSITIVE%20WHITE.svg "Cross Border Wealth")](https://www.crossborder-wealth.com?hsLang=en) #### New York Office 230 Park Avenue 4th floor West New York, NY 10169 United States of America +1 (646) 688-5333 #### Pittsburgh Office 223 Fourth Avenue Third Floor Benedum Trees Building Pittsburgh, PA 15222 United States of America +1 (646) 688-5333 #### Manila Office 10th Fl. One Griffinstone Bldg. Commerce Ave. cor. Spectrum Midway Alabang, Muntinlupa City, MM 1781, Philippines +63 (02) 7217-1750 #### Pages - [Home](https://crossborder-wealth.com) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) - [Disclosures](https://info.crossborder-wealth.com/disclosures) - [Disclosures](https://info.crossborder-wealth.com/disclosures) - [Privacy Policy](https://info.crossborder-wealth.com/disclosures#privacy-policy) © CROSS BORDER WEALTH 2025 [Follow us on Facebook](https://www.facebook.com/105763777480824) [Follow us on LinkedIn](https://www.linkedin.com/company/cross-border-wealth/) [Follow us on Twitter](https://www.twitter.com/CrossBorderWlth)