Board Members Ellen Noble Mallay
1330 Post Oak Boulevard, Suite 2800 Houston, Texas 77056 (713) 552-7909 Fax: (713) 552-7999 mailto:ellen.mallay@lfg.com
Ellen Noble Mallay has been in the financial planning field since 1996. Her practice focuses on retirement and estate planning for individuals, building long-term relationships with her clients. She also helps executives and business owners meet their financial goals. Ellen utilizes life insurance, annuities, long term care insurance, disability income insurance, employer sponsored life, qualified and non-qualified business retirement plans, group medical plans, individual health care plans, comprehensive financial plans for business owners and executives, along with a full range of securities to help solve her clients' problems and meet their objectives. Ellen implements and services the customized plans and programs established for her clients.
Ellen is a Career Agent with Lincoln National Life Insurance Co., and an Investment Advisor Representative with Lincoln Financial Advisors Corp. She has completed the following FINRA (NASD) exams, Series 7 (Gen-eral Securities Registered Representative) and Series 63 (Uniform Securities Agent State Law). Ellen is a licensed Securities Broker in the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Iowa, Kentucky, Maryland, Missouri, New Jersey, New York, Oklahoma, Pennsylvania, Texas, Virginia & Wisconsin. Ellen has been a member of the Houston Association of Life Underwriters and a member of the National Association of Insurance and Financial Advisors since 1996. In February 1997, Ellen won the prestigious GAMA Climbers Award sponsored by the Houston General Agents and Managers Association. Ellen qualified for Lincoln Financial Advisors' Career Club and President's Club in 1997. She qualified for Lincoln Financial Advisors' President's Club and President's Cabinet in 1998 - 2003 and in 2009. In 2002 and 2003 she qualified for the honor of Top of Cabinet. In 2004, 2005, 2006, 2007 & 2008, Ellen qualified for Chairman's Council, Lincoln Financial Advisor's Top performing group of Financial Planners. In 2000 through 2009, Ellen has qualified for membership in the Million Dollar Round Table. Since 2000 she has been a member of the Zurich Scudder Investments Executive Countil and the Oppenheimer Preferred Partner Program. In 2002 Ellen was named a member of the American Funds "All-American Team" in recognition of financial expertise and dedicatio nto the principles of sound investing. ellen came to this industry after sixteen years as a Legal Assistant. Ellen was among the first group of Legal Assistants who participated in the Legal Assistants Specialty Certification Program created by the Supreme Court of Texas in 1993. She received Board Certification from the Texas Board of Legal Specializaiton as a Legal Assistant in the specialty area of Family Law in 1994 and in Personal Injury Trial Law in 1995.
Ellen received a Bachelor of Science degree from The University of Texas at Austin with a major in Home Economics, and a minor emphasis in Business. She is a native Houstonian and a lifetime member of St. John the Divine Episcopal Church. She is active in numerous ministries of the Church, having recently served as a Vestry Member, and presently serving on the Board of Trustees for the Memorial Endowment fund. She is a member of the Board of Alpha Houston, Jeanne McDowell Ministries, The Covenant House Guild and a past member and officer of The Blue Bird Circle. She is married, the mother of five children and has five grandchildren.
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