11 Financial

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.

Matthew Williamson is a financial advisor at 11 Financial with eight years of industry experience. He holds a Series 65 designation and has previously worked at Williamson Asset Management LLC, Kovar Wealth Management, and Theotrade. Outside of finance, he provides private music lessons and manages sound mixing for church services at St. Peters Anglican Church in Birmingham, AL. 11 Financial offers portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies and conducts account reviews at least quarterly.

Taylor Kovar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at 11 Financial since 2015. His prior experience includes roles at Merrill and Envoy Advisory Inc. Outside of his advisory work, Kovar is involved in several business ventures including real estate development, digital marketing, outdoor apparel, frozen treats, and a coffee shop, and he serves as an adjunct professor at Stephen F. Austin State University. 11 Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies, offering both discretionary and non-discretionary services with regular account reviews.

Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.