Retirement Services Manager
Jerry Owens
Jerry Owens is a Retirement Services Manager based in State Bank’s Perrysburg office. He brings over 10 years of experience in financial services, with a primary focus on retirement plan administration and supporting the needs of Wealth Management clients.
In his role, Jerry works with business clients on the ongoing management of retirement plans and coordinates retirement related services within the Trust and Wealth Management team, in accordance with applicable fiduciary standards and governing plan documents.
He earned a bachelor’s degree in financial management from Franklin University and is an MBA candidate. His professional credentials include FINRA Series 7 and Series 63 licenses, as well as life and health insurance licenses in Ohio and Michigan.
Jerry currently lives in Toledo and was a veteran Staff Sergeant/Military Police officer in U.S. Army/Ohio Army National Guard. He enjoys watching football, taking vacations, and trying new restaurants.
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