Estate Planning & Preservation

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Dawn-Marie Joseph

President

Dawn-Marie Joseph is the President of Estate Planning and Preservation which was founded in 2001. For many years her concerns have been with the life style and quality of life that seniors have.

She attended Western Connecticut College. After retiring as a Senior Vice President in banking she moved her talents to Insurance and the Financial Industry. This in turn prompted the start of Estate Planning and Preservation. Her goal was to find insurance and financial products for seniors individual needs, not those of corporate situations.

Dawn-Marie has served on many local boards for the last 20 years including the Williamston Senior Center, the Williamston Downtown Development Authority and the Williamston Chamber of Commerce.

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Paul Joseph is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Estate Planning & Preservation and CoreCap Advisors are separate & unaffiliated entities.

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