Financial Research / Planning Associate
About Derek
Derek Worley, a South Florida native, attended Palm Beach Day School and Saint Andrew’s School before embarking on a career that blends technology and financial expertise. His journey with Castle Wealth Management began early, working part-time and during summer vacations.
In 2021, Derek earned a Bachelor of Arts in Computer Science from Lehigh
University, where he gained valuable experience in programming and
problem-solving. He returned to South Florida in 2024 to pursue his lifelong
interest in wealth management, joining Castle Wealth full-time.
Derek is advancing his professional qualifications by completing the Certified
Financial Planner (CFP) educational curriculum, aiming to provide clients with
exceptional financial planning and guidance.
Beyond the office, Derek enjoys board games, computer gaming, museums adventures, and spending time with his family.
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