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Andrew McKay

Andrew McKay

International Investment Advisor

 

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.

2024 - Present

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