Joshua R. Nerat
Joshua R. Nerat, CTFA
Certified Trust & Financial Advisor
1820 Hall Avenue
Marinette, WI 54143
“I work with individuals and families to provide guidance and help them preserve, protect, and pass on their wealth in such ways that they can accomplish their goals.”
Joshua joined the SNBT Trust Department in 2017, after obtaining his Bachelor of Business Administration degree from the University of Wisconsin - Green Bay. He specializes in trust and estate administration and works closely with clients on their estate planning needs, demonstrating tremendous technical expertise and working to establish and nurture client relationships.
Joshua is a graduate of the Cannon Financial Institute Personal Trust School. This is a three year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance.
- Certified Trust and Financial Advisor (CTFA)
- Bachelor of Business Administration degree from University of Wisconsin - Green Bay
- Graduate of Cannon Financial Institute Personal Trust School I, II, and III