11 Financial

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 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 with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

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 in Birmingham, AL, with seven years of industry experience. He holds a Series 65 designation and previously worked at firms including Theotrade and Williamson Asset Management LLC. Outside of finance, he teaches music lessons through Mason Music and manages sound mixing for services at St. Peters Anglican Church. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, employing a mix of fundamental and technical analysis alongside modern portfolio theory. The firm tailors strategies to client goals and risk tolerance, using a range of investment vehicles and active trading techniques.

Taylor Kovar is a CFP® with 12 years of industry experience, currently serving as an advisor at 11 Financial since 2015. He previously worked at Envoy Advisory Inc. from 2022 to 2024. Outside of advising, Kovar is involved in several business ventures including real estate development, digital marketing, outdoors apparel, frozen treats, and coffee shops. He also serves as an adjunct professor at Stephen F. Austin State University during select spring semesters. 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 combines fundamental and technical analysis with modern portfolio theory, offering tailored investment strategies that include both long-term allocations and more active trading approaches.

Joshua Vinson is a financial advisor at 11 Financial with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Visante and Envoy Advisory Inc. In addition to his advisory role, he serves as Senior Director of Clinical Pharmacy and Quality and acting Director of Pharmacy at One Infusion Pharmacy LLC. 11 Financial is a team-based firm serving individual, high-net-worth, and corporate clients with portfolio management, financial planning, and education services. 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 more active approaches.

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.