Dustin Mangone

Managing Partner & Director at PPCLOAN

Dustin Mangone is the Managing Partner and Director of Investment Advisor Services at PPC LOAN, a financial services company based in The Woodlands, Texas.1 He has been with PPC LOAN since May 2005, accumulating over 18 years of experience in his current role.1

Professional Background

Dustin has a demonstrated history of working in the financial services industry. His expertise includes:

Sales
Management
Business development
Financial analysis
Finance

At PPC LOAN, Dustin focuses on providing financing solutions for investment advisors, including:

Business acquisition loans
Office expansions
Partnership buy-ins and buy-outs
Refinances
Relocations

PPC LOAN specializes in conventional financing tailored specifically for investment advisors, Ameriprise franchise owners, dentists, veterinarians, and Allstate agents.1

Experience and Responsibilities

As the Director of Investment Advisor Services, Dustin spends 100% of his time focused on the acquisition financing needs of investment advisors nationwide.3 With over 14 years of experience as a cash-flow lender, he has:

Evaluated and underwritten more than $500 million in funded loans
Supported hundreds of business owners across the country looking to grow their businesses through acquisitions
Taken a hands-on approach from initial contact to loan funding to ensure clients' needs are properly met3

Education

Dustin holds a BBA in Marketing with a background in Finance from Texas A&M University, which he attended from 1998 to 2003.1

Industry Involvement

Dustin is actively involved in industry events and discussions:

He has served as a panelist at conferences like Excell 2022, discussing topics such as internal successions and G2 financing4
He regularly acts as an expert on advisor loans and promoting ownership among next-generation advisors4

Through his role at PPC LOAN, Dustin has been instrumental in developing financing solutions that allow financial advisors to access bank lending for transactions such as internal succession plans, acquisitions, and other growth initiatives.2