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Andrew McKay

Andrew McKay

Investment Advisor

Biography

Andrew McKay is a seasoned Investment Advisor at Cross Border Wealth, bringing over 20 years of diverse expertise to the firm. His financial services career began with a focus on UK pensions, evolving into broader international wealth management roles across the US, Europe, Middle East, and Asia.

As a former Financial Planning Consultant at Skybound Wealth Management, Andrew honed his skills in retirement planning, investment management, and risk analysis, consistently delivering tailored solutions for clients with complex financial needs.

Andrew holds the prestigious Level 6 certification from the Chartered Institute for Securities and Investment (CISI), as well as Series 6, 7, 63, and 66 licenses from FINRA. This deep knowledge base, combined with his international experience, allows him to adeptly navigate the complexities of cross-border financial planning for clients worldwide.

Outside of work, Andrew enjoys staying active through golf and tennis, and he has a passion for exploring new destinations through travel.

 

Career

Bringing over 20 years of diverse expertise to the firm, Andrew specializes in retirement planning, investment management, and risk analysis. This allows him to adeptly navigate the complexities of cross-border financial planning for clients worldwide.

2024 - Present

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

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